+42,678.7%
SBUX vs SWKS
+11,357.1%
+31,321.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.9% |
| 7D | +1.7% | -6.2% | +7.8% | +2.6% |
| 30D | +12.6% | -1.5% | +14.1% | +12.8% |
| 3M | +0.8% | +23.0% | -22.2% | -2.8% |
| 6M | +0.2% | +27.6% | -27.4% | -4.6% |
| YTD | +27.4% | +32.3% | -4.9% | +20.2% |
| 1Y | +31.5% | +20.1% | +11.4% | +25.6% |
| 3Y | +9.3% | +0.6% | +8.6% | +5.6% |
| 5Y | +1.5% | -42.3% | +43.8% | +5.0% |
| 10Y | +147.9% | +35.9% | +112.0% | +124.9% |
| All | +42,678.7% | +11,357.1% | +31,321.6% | +22,487.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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