+42,297.2%
SBUX vs TECH
+14,936.5%
+27,360.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -0.9% | +0.7% | -1.6% | -1.0% |
| 3M | +11.6% | +36.3% | -24.7% | +4.1% |
| 6M | +8.8% | +25.6% | -16.8% | +2.0% |
| YTD | +26.3% | +23.7% | +2.6% | +18.7% |
| 1Y | +23.1% | +37.6% | -14.5% | +12.7% |
| 3Y | +15.0% | -6.6% | +21.5% | +10.6% |
| 5Y | +0.4% | -42.2% | +42.6% | +5.3% |
| 10Y | +130.7% | +187.6% | -56.9% | +73.0% |
| All | +42,297.2% | +14,936.5% | +27,360.7% | +18,271.9% |
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