+122.6%
SBUX vs SPOT
+269.3%
-146.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.6% |
| 7D | +1.6% | +1.6% | 0.0% | +1.3% |
| 30D | +14.8% | +16.9% | -2.1% | +11.8% |
| 3M | -0.8% | +23.0% | -23.8% | -4.5% |
| 6M | +2.2% | +42.2% | -39.9% | -4.5% |
| YTD | +29.5% | +5.5% | +24.0% | +26.2% |
| 1Y | +27.0% | -5.1% | +32.1% | +26.1% |
| 3Y | +10.9% | +257.9% | -247.0% | -17.4% |
| 5Y | +7.4% | +118.4% | -110.9% | -17.6% |
| All | +122.6% | +269.3% | -146.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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