+7.3%
SBUX vs SRE
+51.3%
-44.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | +1.6% | +1.8% | -0.2% | +1.0% |
| 30D | +14.8% | -3.0% | +17.8% | +15.8% |
| 3M | -0.8% | -7.3% | +6.5% | +1.3% |
| 6M | +2.2% | -11.9% | +14.1% | +6.1% |
| YTD | +29.5% | -7.9% | +37.3% | +31.7% |
| 1Y | +27.0% | -11.1% | +38.2% | +30.9% |
| 3Y | +10.9% | +24.8% | -13.9% | -5.0% |
| All | +7.3% | +51.3% | -44.1% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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