-6.4%
SBUX vs UNP
+51.6%
-58.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | -6.2% | -1.2% | -5.1% | -5.7% |
| 30D | -6.4% | -2.0% | -4.5% | -5.6% |
| 3M | +1.0% | +7.5% | -6.5% | -2.6% |
| 6M | -0.4% | +15.3% | -15.7% | -7.6% |
| YTD | +20.0% | +25.4% | -5.4% | +6.6% |
| 1Y | +22.8% | +35.6% | -12.8% | +4.7% |
| 3Y | +12.3% | +44.1% | -31.9% | -7.7% |
| 5Y | -6.4% | +54.0% | -60.4% | -25.3% |
| All | -6.4% | +51.6% | -58.0% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 5y: compounded portfolio wealth divided by compounded UNP 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…
5y analysis · Full analysis span regression · 6 months rolling