+44,496.8%
SBUX vs STRL
+16,105.3%
+28,391.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.2% |
| 7D | +0.2% | +7.1% | -6.9% | -0.2% |
| 30D | +19.1% | -39.4% | +58.4% | +21.1% |
| 3M | +3.6% | -43.0% | +46.6% | +5.5% |
| 6M | +5.1% | -65.0% | +70.1% | +8.6% |
| YTD | +32.9% | -0.8% | +33.6% | +30.7% |
| 1Y | +30.4% | -20.3% | +50.7% | +29.2% |
| 3Y | +13.0% | +356.5% | -343.5% | +3.4% |
| 5Y | +10.5% | +952.8% | -942.3% | -2.4% |
| 10Y | +152.8% | +3,877.1% | -3,724.3% | +110.7% |
| All | +44,496.8% | +16,105.3% | +28,391.5% | +39,120.6% |
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