-6.4%
SBUX vs SPXS
-85.4%
+79.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -0.2% |
| 7D | -6.2% | +6.4% | -12.6% | -4.3% |
| 30D | -6.4% | +6.0% | -12.4% | -4.6% |
| 3M | +1.0% | -11.6% | +12.7% | -2.5% |
| 6M | -0.4% | -28.7% | +28.3% | -9.8% |
| YTD | +20.0% | -26.3% | +46.2% | +10.4% |
| 1Y | +22.8% | -34.9% | +57.7% | +9.0% |
| 3Y | +12.3% | -79.5% | +91.8% | -25.8% |
| 5Y | -6.4% | -85.9% | +79.5% | -35.9% |
| All | -6.4% | -85.4% | +79.0% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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