+42,297.2%
SBUX vs SWKS
+10,218.2%
+32,079.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -1.8% |
| 7D | -3.1% | +12.5% | -15.6% | -4.8% |
| 30D | -0.9% | +10.5% | -11.4% | -2.4% |
| 3M | +11.6% | -7.4% | +19.0% | +12.2% |
| 6M | +8.8% | +32.7% | -23.9% | +3.3% |
| YTD | +26.3% | +19.2% | +7.2% | +21.6% |
| 1Y | +23.1% | +2.4% | +20.7% | +20.9% |
| 3Y | +15.0% | -25.6% | +40.6% | +16.5% |
| 5Y | +0.4% | -53.4% | +53.8% | +7.5% |
| 10Y | +130.7% | +23.2% | +107.5% | +113.4% |
| All | +42,297.2% | +10,218.2% | +32,079.0% | +22,754.9% |
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