+125.0%
SBUX vs UDR
+47.3%
+77.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | -6.2% | -3.4% | -2.9% | -4.7% |
| 30D | -6.4% | -5.4% | -1.0% | -4.0% |
| 3M | +1.0% | -10.0% | +11.0% | +6.0% |
| 6M | -0.4% | -2.5% | +2.1% | +0.4% |
| YTD | +20.0% | -1.1% | +21.1% | +19.8% |
| 1Y | +22.8% | -3.9% | +26.7% | +24.1% |
| 3Y | +12.3% | +3.4% | +8.8% | +8.3% |
| 5Y | -6.4% | -18.9% | +12.5% | +0.4% |
| All | +125.0% | +47.3% | +77.7% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 10y: compounded portfolio wealth divided by compounded UDR 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…
10y analysis · Full analysis span regression · 6 months rolling