+121.6%
SBUX vs SE
+562.7%
-441.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | -6.2% | -4.8% | -1.5% | -5.6% |
| 30D | -6.4% | -18.1% | +11.7% | -3.9% |
| 3M | +1.0% | +30.6% | -29.6% | -3.3% |
| 6M | -0.4% | +20.8% | -21.2% | -4.0% |
| YTD | +20.0% | -15.6% | +35.5% | +21.2% |
| 1Y | +22.8% | -44.2% | +67.0% | +31.2% |
| 3Y | +12.3% | +181.5% | -169.2% | -7.5% |
| 5Y | -6.4% | -66.9% | +60.5% | -4.8% |
| All | +121.6% | +562.7% | -441.1% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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