+40,499.4%
SBUX vs OXY
+1,815.9%
+38,683.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.2% |
| 7D | -6.3% | +0.6% | -6.9% | -6.4% |
| 30D | -3.9% | +4.5% | -8.4% | -4.9% |
| 3M | +3.3% | +8.9% | -5.6% | +0.9% |
| 6M | +1.4% | +12.5% | -11.0% | -2.4% |
| YTD | +21.0% | +50.5% | -29.5% | +8.5% |
| 1Y | +22.4% | +38.6% | -16.2% | +11.4% |
| 3Y | +13.2% | -1.2% | +14.5% | +10.1% |
| 5Y | -5.2% | +161.6% | -166.8% | -30.5% |
| 10Y | +128.3% | +5.3% | +123.1% | +73.0% |
| All | +40,499.4% | +1,815.9% | +38,683.4% | +18,022.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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