+4,120.1%
SBUX vs SRE
+1,525.5%
+2,594.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -1.0% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -0.9% | -0.7% | -0.1% | -0.8% |
| 3M | +11.6% | -6.3% | +17.9% | +14.3% |
| 6M | +8.8% | -10.7% | +19.4% | +13.2% |
| YTD | +26.3% | -3.5% | +29.8% | +27.0% |
| 1Y | +23.1% | +5.3% | +17.8% | +19.2% |
| 3Y | +15.0% | +31.8% | -16.8% | -1.4% |
| 5Y | +0.4% | +47.4% | -47.0% | -18.4% |
| 10Y | +130.7% | +120.6% | +10.1% | +53.5% |
| All | +4,120.1% | +1,525.5% | +2,594.6% | +1,187.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling