+42,983.1%
SBUX vs SWK
+1,369.3%
+41,613.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.6% | -2.2% |
| 7D | +0.6% | +11.3% | -10.6% | -3.8% |
| 30D | +10.5% | +28.1% | -17.6% | -0.1% |
| 3M | +0.7% | +12.6% | -11.9% | -4.3% |
| 6M | +2.3% | +51.7% | -49.4% | -14.4% |
| YTD | +28.4% | +60.0% | -31.6% | +3.9% |
| 1Y | +31.4% | +72.7% | -41.3% | +3.0% |
| 3Y | +11.5% | +46.3% | -34.8% | -10.5% |
| 5Y | +2.2% | -24.6% | +26.8% | +3.1% |
| 10Y | +149.7% | +32.2% | +117.4% | +85.0% |
| All | +42,983.1% | +1,369.3% | +41,613.8% | +12,622.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling