-6.7%
SBUX vs QS
-74.9%
+68.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.7% |
| 7D | -5.5% | -3.6% | -1.8% | -5.2% |
| 30D | -8.5% | -17.2% | +8.8% | -6.9% |
| 3M | -2.9% | -27.0% | +24.1% | -0.7% |
| 6M | -1.5% | -24.6% | +23.0% | -0.2% |
| YTD | +19.4% | -49.3% | +68.7% | +25.2% |
| 1Y | +22.9% | -40.3% | +63.3% | +24.4% |
| 3Y | +11.3% | -23.8% | +35.1% | +1.3% |
| All | -6.7% | -74.9% | +68.2% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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