+2,800.0%
SBUX vs UMC
+292.9%
+2,507.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.0% | -5.9% | -2.8% |
| 7D | -6.3% | +13.6% | -19.9% | -8.8% |
| 30D | -3.9% | +20.8% | -24.6% | -7.7% |
| 3M | +3.3% | +16.1% | -12.9% | -2.0% |
| 6M | +1.4% | +137.3% | -135.9% | -18.4% |
| YTD | +21.0% | +193.8% | -172.8% | -8.1% |
| 1Y | +22.4% | +236.1% | -213.7% | -9.9% |
| 3Y | +13.2% | +267.1% | -253.9% | -19.4% |
| 5Y | -5.2% | +145.3% | -150.5% | -27.9% |
| 10Y | +128.3% | +1,857.3% | -1,729.0% | +3.4% |
| All | +2,800.0% | +292.9% | +2,507.1% | +1,153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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