+139.1%
SBUX vs SE
+363.8%
-224.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | +1.6% | -0.5% | +2.1% | +1.6% |
| 30D | +14.8% | -20.9% | +35.8% | +18.5% |
| 3M | -0.8% | -38.9% | +38.1% | +6.1% |
| 6M | +2.2% | -19.4% | +21.7% | +4.4% |
| YTD | +29.5% | -40.9% | +70.4% | +37.3% |
| 1Y | +27.0% | -46.2% | +73.2% | +36.3% |
| 3Y | +10.9% | +63.7% | -52.8% | -1.2% |
| 5Y | +7.4% | -77.9% | +85.4% | +15.6% |
| All | +139.1% | +363.8% | -224.6% | +76.1% |
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