+39,971.8%
SBUX vs REGN
+7,071.5%
+32,900.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | -5.5% | -5.6% | +0.1% | -4.9% |
| 30D | -8.5% | -2.0% | -6.5% | -8.3% |
| 3M | -2.9% | +28.0% | -30.9% | -5.6% |
| 6M | -1.5% | +1.2% | -2.7% | -1.9% |
| YTD | +19.4% | +1.6% | +17.7% | +18.7% |
| 1Y | +22.9% | +38.2% | -15.3% | +17.9% |
| 3Y | +11.3% | -5.4% | +16.7% | +10.5% |
| 5Y | -6.9% | +21.3% | -28.1% | -10.6% |
| 10Y | +125.4% | +105.2% | +20.2% | +100.1% |
| All | +39,971.8% | +7,071.5% | +32,900.3% | +19,726.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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