+123.9%
SBUX vs QID
-99.2%
+223.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -1.1% |
| 7D | -5.5% | +1.3% | -6.8% | -5.0% |
| 30D | -8.5% | +2.9% | -11.4% | -7.5% |
| 3M | -2.9% | -0.7% | -2.2% | -2.7% |
| 6M | -1.5% | -29.7% | +28.1% | -12.1% |
| YTD | +19.4% | -27.9% | +47.3% | +8.0% |
| 1Y | +22.9% | -34.6% | +57.5% | +7.9% |
| 3Y | +11.3% | -73.5% | +84.8% | -24.1% |
| 5Y | -6.9% | -81.0% | +74.2% | -35.6% |
| All | +123.9% | -99.2% | +223.1% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling