+148.7%
SBUX vs QLD
+1,470.2%
-1,321.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.8% | -3.0% | +1.5% |
| 7D | +4.8% | -1.4% | +6.3% | +5.1% |
| 30D | +20.6% | -19.6% | +40.2% | +29.1% |
| 3M | +4.3% | -14.1% | +18.4% | +8.7% |
| 6M | +5.5% | -13.6% | +19.1% | +7.9% |
| YTD | +32.3% | +12.5% | +19.8% | +22.2% |
| 1Y | +31.2% | +13.1% | +18.0% | +20.5% |
| 3Y | +14.8% | +154.7% | -139.9% | -25.3% |
| 5Y | +8.0% | +81.1% | -73.1% | -25.6% |
| 10Y | +148.7% | +1,418.0% | -1,269.2% | -24.1% |
| All | +148.7% | +1,470.2% | -1,321.5% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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