+1,774.3%
SBUX vs SPXU
-100.0%
+1,874.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.0% | -1.8% |
| 7D | -3.9% | -1.5% | -2.4% | -4.4% |
| 30D | -2.8% | +3.7% | -6.5% | -1.5% |
| 3M | +8.2% | -9.6% | +17.8% | +5.0% |
| 6M | +4.3% | -32.4% | +36.6% | -7.4% |
| YTD | +23.3% | -28.7% | +52.0% | +12.0% |
| 1Y | +24.3% | -38.2% | +62.5% | +8.2% |
| 3Y | +15.5% | -80.4% | +95.9% | -25.0% |
| 5Y | -2.7% | -86.0% | +83.3% | -34.0% |
| 10Y | +128.8% | -99.5% | +228.4% | -30.2% |
| All | +1,774.3% | -100.0% | +1,874.3% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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