+3.0%
SBUX vs SWK
-25.5%
+28.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +1.7% | +11.0% | -9.4% | -1.9% |
| 30D | +12.6% | +30.1% | -17.4% | +3.1% |
| 3M | +0.8% | +14.7% | -13.8% | -3.9% |
| 6M | +0.2% | +44.5% | -44.3% | -12.1% |
| YTD | +27.4% | +59.4% | -31.9% | +7.1% |
| 1Y | +31.5% | +77.5% | -46.1% | +6.2% |
| 3Y | +9.3% | +49.5% | -40.2% | -10.2% |
| All | +3.0% | -25.5% | +28.5% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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