+139.5%
SBUX vs SE
+358.6%
-219.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.5% |
| 7D | +1.0% | -1.5% | +2.5% | +1.2% |
| 30D | +16.6% | -22.3% | +38.9% | +20.6% |
| 3M | -0.6% | -41.8% | +41.3% | +7.1% |
| 6M | +1.8% | -22.4% | +24.2% | +4.6% |
| YTD | +29.7% | -41.6% | +71.3% | +37.8% |
| 1Y | +26.1% | -48.0% | +74.1% | +36.0% |
| 3Y | +10.3% | +63.9% | -53.6% | -1.8% |
| 5Y | +7.6% | -78.2% | +85.8% | +16.0% |
| All | +139.5% | +358.6% | -219.0% | +76.7% |
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