+2,251.1%
SBUX vs OVV
+146.7%
+2,104.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +1.7% | -16.7% | +18.3% | +4.6% |
| 30D | +12.6% | -1.5% | +14.1% | +12.7% |
| 3M | +0.8% | +1.6% | -0.8% | +0.2% |
| 6M | +0.2% | +2.0% | -1.8% | -0.9% |
| YTD | +27.4% | +56.8% | -29.4% | +16.9% |
| 1Y | +31.5% | +64.8% | -33.4% | +19.4% |
| 3Y | +9.3% | +38.3% | -29.0% | +0.4% |
| 5Y | +1.5% | +84.9% | -83.4% | -14.5% |
| 10Y | +147.9% | +54.5% | +93.4% | +67.9% |
| All | +2,251.1% | +146.7% | +2,104.4% | +1,034.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling