+43,351.9%
SBUX vs TECH
+15,029.9%
+28,322.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | +1.6% | +0.1% | +1.4% | +1.5% |
| 30D | +14.8% | +0.5% | +14.3% | +14.7% |
| 3M | -0.8% | +1.1% | -1.9% | -1.0% |
| 6M | +2.2% | +62.8% | -60.6% | -8.2% |
| YTD | +29.5% | +24.5% | +5.0% | +21.5% |
| 1Y | +27.0% | +20.6% | +6.4% | +19.9% |
| 3Y | +10.9% | +29.5% | -18.5% | -0.3% |
| 5Y | +7.4% | -40.9% | +48.4% | +12.4% |
| 10Y | +146.3% | +189.5% | -43.2% | +84.6% |
| All | +43,351.9% | +15,029.9% | +28,322.0% | +18,705.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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