-2.7%
SBUX vs SE
-67.4%
+64.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.9% |
| 6M | +4.3% | +23.2% | -19.0% | -0.1% |
| YTD | +23.3% | -11.2% | +34.5% | +23.8% |
| 1Y | +24.3% | -40.5% | +64.8% | +32.4% |
| 3Y | +15.5% | +196.3% | -180.8% | -6.9% |
| 5Y | -2.7% | -67.0% | +64.3% | -5.7% |
| All | -2.7% | -67.4% | +64.7% | -5.7% |
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 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