+128.1%
SBUX vs RUN
-33.9%
+162.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | +1.6% | -13.5% | +15.1% | +2.8% |
| 30D | +14.8% | +18.3% | -3.5% | +12.7% |
| 3M | -0.8% | -12.5% | +11.7% | -0.1% |
| 6M | +2.2% | -40.3% | +42.6% | +5.9% |
| YTD | +29.5% | -53.1% | +82.6% | +35.0% |
| 1Y | +27.0% | -54.3% | +81.3% | +32.5% |
| 3Y | +10.9% | -6.5% | +17.4% | -3.6% |
| 5Y | +7.4% | -85.3% | +92.7% | +6.5% |
| 10Y | +146.3% | +68.9% | +77.4% | +83.7% |
| All | +128.1% | -33.9% | +162.1% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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