+41,298.9%
SBUX vs SONY
+816.8%
+40,482.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.2% | +1.8% | -1.1% |
| 7D | -3.9% | -5.2% | +1.3% | -2.4% |
| 30D | -2.8% | +0.3% | -3.1% | -3.0% |
| 3M | +8.2% | +6.2% | +2.0% | +5.8% |
| 6M | +4.3% | +9.5% | -5.3% | +0.7% |
| YTD | +23.3% | -8.1% | +31.4% | +25.4% |
| 1Y | +24.3% | -17.9% | +42.2% | +30.1% |
| 3Y | +15.5% | +41.5% | -26.1% | +0.7% |
| 5Y | -2.7% | +11.8% | -14.5% | -9.9% |
| 10Y | +128.8% | +275.4% | -146.6% | +44.4% |
| All | +41,298.9% | +816.8% | +40,482.0% | +20,398.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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