+717.6%
SBUX vs QID
-100.0%
+817.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.6% | -2.2% |
| 7D | -3.9% | -2.7% | -1.2% | -5.0% |
| 30D | -2.8% | +1.8% | -4.6% | -2.0% |
| 3M | +8.2% | -2.2% | +10.4% | +7.9% |
| 6M | +4.3% | -32.1% | +36.4% | -10.6% |
| YTD | +23.3% | -28.6% | +51.9% | +8.6% |
| 1Y | +24.3% | -36.3% | +60.6% | +4.7% |
| 3Y | +15.5% | -74.4% | +89.9% | -28.8% |
| 5Y | -2.7% | -80.8% | +78.1% | -37.9% |
| 10Y | +128.8% | -99.1% | +228.0% | -56.2% |
| All | +717.6% | -100.0% | +817.6% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling