+4,225.1%
SBUX vs SRE
+1,451.4%
+2,773.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | +1.6% | +1.8% | -0.2% | +0.9% |
| 30D | +14.8% | -3.0% | +17.8% | +16.1% |
| 3M | -0.8% | -7.3% | +6.5% | +1.9% |
| 6M | +2.2% | -11.9% | +14.1% | +7.1% |
| YTD | +29.5% | -7.9% | +37.3% | +32.5% |
| 1Y | +27.0% | -11.1% | +38.2% | +31.9% |
| 3Y | +10.9% | +24.8% | -13.9% | -2.7% |
| 5Y | +7.4% | +52.4% | -44.9% | -14.0% |
| 10Y | +146.3% | +127.9% | +18.4% | +62.0% |
| All | +4,225.1% | +1,451.4% | +2,773.7% | +1,243.2% |
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