+42,297.2%
SBUX vs SO
+4,097.1%
+38,200.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -1.0% |
| 7D | -3.1% | -0.2% | -3.0% | -3.1% |
| 30D | -0.9% | -4.6% | +3.7% | +0.9% |
| 3M | +11.6% | -3.0% | +14.6% | +12.8% |
| 6M | +8.8% | -8.3% | +17.0% | +12.1% |
| YTD | +26.3% | +3.5% | +22.8% | +24.0% |
| 1Y | +23.1% | -0.9% | +24.1% | +22.7% |
| 3Y | +15.0% | +45.4% | -30.4% | -2.8% |
| 5Y | +0.4% | +59.6% | -59.3% | -18.8% |
| 10Y | +130.7% | +156.6% | -25.9% | +52.4% |
| All | +42,297.2% | +4,097.1% | +38,200.1% | +12,999.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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