+42,297.2%
SBUX vs SWK
+1,130.3%
+41,167.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.6% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | -0.9% | -5.7% | +4.8% | +1.4% |
| 3M | +11.6% | +24.1% | -12.5% | +1.7% |
| 6M | +8.8% | +24.7% | -15.9% | -2.1% |
| YTD | +26.3% | +33.9% | -7.6% | +10.1% |
| 1Y | +23.1% | +34.7% | -11.6% | +6.4% |
| 3Y | +15.0% | +15.3% | -0.3% | +1.5% |
| 5Y | +0.4% | -39.3% | +39.6% | +10.5% |
| 10Y | +130.7% | +2.5% | +128.2% | +89.8% |
| All | +42,297.2% | +1,130.3% | +41,167.0% | +13,376.5% |
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