+22.8%
SBUX vs SE
-43.9%
+66.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.8% |
| 7D | -6.2% | -4.8% | -1.5% | -6.1% |
| 30D | -6.4% | -18.1% | +11.7% | -6.0% |
| 3M | +1.0% | +30.6% | -29.6% | +0.3% |
| 6M | -0.4% | +20.8% | -21.2% | -1.4% |
| YTD | +20.0% | -15.6% | +35.5% | +18.9% |
| 1Y | +22.8% | -44.2% | +67.0% | +14.4% |
| All | +22.8% | -43.9% | +66.7% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling