+8.8%
SBUX vs SE
-77.3%
+86.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | +4.9% | 0.0% | +4.9% | +5.0% |
| 30D | +21.2% | -19.4% | +40.5% | +24.9% |
| 3M | +5.7% | -33.1% | +38.8% | +11.7% |
| 6M | +6.0% | -11.4% | +17.5% | +6.7% |
| YTD | +32.9% | -39.8% | +72.7% | +41.2% |
| 1Y | +33.3% | -50.5% | +83.7% | +45.6% |
| 3Y | +13.0% | +68.9% | -55.8% | -0.8% |
| 5Y | +8.8% | -77.1% | +85.9% | +5.9% |
| All | +8.8% | -77.3% | +86.2% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling