-6.4%
SBUX vs QID
-80.2%
+73.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -0.1% |
| 7D | -6.2% | +2.7% | -9.0% | -5.4% |
| 30D | -6.4% | +3.3% | -9.8% | -5.4% |
| 3M | +1.0% | -5.5% | +6.6% | -0.3% |
| 6M | -0.4% | -28.4% | +28.0% | -10.2% |
| YTD | +20.0% | -26.6% | +46.5% | +9.5% |
| 1Y | +22.8% | -34.1% | +56.9% | +8.4% |
| 3Y | +12.3% | -73.7% | +86.0% | -23.1% |
| 5Y | -6.4% | -80.7% | +74.3% | -35.8% |
| All | -6.4% | -80.2% | +73.8% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling