+15.5%
SBUX vs SE
+194.4%
-178.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | -2.8% | -0.1% | -2.7% | -3.1% |
| 3M | +8.2% | +34.1% | -25.9% | +3.0% |
| 6M | +4.3% | +23.2% | -19.0% | 0.0% |
| YTD | +23.3% | -11.2% | +34.5% | +24.3% |
| 1Y | +24.3% | -40.5% | +64.8% | +34.1% |
| 3Y | +15.5% | +196.3% | -180.8% | -3.7% |
| All | +15.5% | +194.4% | -178.9% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling