+133.3%
SBUX vs SE
+589.8%
-456.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.1% |
| 7D | -3.1% | -6.1% | +3.0% | -2.3% |
| 30D | -0.9% | -2.5% | +1.6% | -0.8% |
| 3M | +11.6% | +21.7% | -10.1% | +7.9% |
| 6M | +8.8% | +27.0% | -18.2% | +4.0% |
| YTD | +26.3% | -12.1% | +38.4% | +26.9% |
| 1Y | +23.1% | -40.9% | +64.0% | +30.5% |
| 3Y | +15.0% | +191.0% | -176.0% | -5.7% |
| 5Y | +0.4% | -68.3% | +68.6% | +2.6% |
| All | +133.3% | +589.8% | -456.5% | +62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling