+42,297.2%
SBUX vs UL
+1,607.5%
+40,689.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -3.1% | -1.3% | -1.8% | -2.6% |
| 30D | -0.9% | +0.5% | -1.4% | -1.1% |
| 3M | +11.6% | +17.6% | -6.0% | +4.5% |
| 6M | +8.8% | -5.4% | +14.2% | +10.4% |
| YTD | +26.3% | +0.7% | +25.6% | +24.9% |
| 1Y | +23.1% | -9.3% | +32.4% | +26.6% |
| 3Y | +15.0% | +24.5% | -9.6% | +3.3% |
| 5Y | +0.4% | +23.2% | -22.9% | -10.5% |
| 10Y | +130.7% | +64.5% | +66.2% | +80.7% |
| All | +42,297.2% | +1,607.5% | +40,689.7% | +18,150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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