+42,297.2%
SBUX vs UDR
+2,101.0%
+40,196.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.1% | -2.0% | -1.1% | -2.4% |
| 30D | -0.9% | -5.2% | +4.3% | +1.2% |
| 3M | +11.6% | -5.8% | +17.4% | +14.1% |
| 6M | +8.8% | -1.7% | +10.5% | +9.1% |
| YTD | +26.3% | +2.4% | +23.9% | +24.5% |
| 1Y | +23.1% | -2.1% | +25.2% | +23.4% |
| 3Y | +15.0% | +4.2% | +10.7% | +11.4% |
| 5Y | +0.4% | -20.0% | +20.4% | +7.0% |
| 10Y | +130.7% | +44.6% | +86.0% | +89.9% |
| All | +42,297.2% | +2,101.0% | +40,196.2% | +13,282.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling