+42,297.2%
SBUX vs STRL
+25,846.1%
+16,451.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.8% | -7.0% | -1.5% |
| 7D | -3.1% | +3.4% | -6.5% | -3.3% |
| 30D | -0.9% | -9.2% | +8.4% | -0.5% |
| 3M | +11.6% | -51.0% | +62.7% | +14.3% |
| 6M | +8.8% | +15.8% | -7.0% | +6.9% |
| YTD | +26.3% | +58.9% | -32.6% | +22.4% |
| 1Y | +23.1% | +68.5% | -45.4% | +18.7% |
| 3Y | +15.0% | +485.2% | -470.3% | +4.5% |
| 5Y | +0.4% | +2,005.1% | -2,004.7% | -13.4% |
| 10Y | +130.7% | +7,118.0% | -6,987.3% | +88.7% |
| All | +42,297.2% | +25,846.1% | +16,451.1% | +36,630.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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