+43,429.5%
SBUX vs UNP
+7,145.0%
+36,284.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.7% |
| 7D | +1.0% | +2.1% | -1.1% | +0.1% |
| 30D | +16.6% | +7.7% | +8.9% | +12.8% |
| 3M | -0.6% | +4.0% | -4.6% | -2.4% |
| 6M | +1.8% | +15.7% | -13.9% | -5.0% |
| YTD | +29.7% | +33.5% | -3.8% | +12.9% |
| 1Y | +26.1% | +38.9% | -12.9% | +7.8% |
| 3Y | +10.3% | +53.7% | -43.4% | -10.5% |
| 5Y | +7.6% | +40.4% | -32.8% | -10.3% |
| 10Y | +146.7% | +291.1% | -144.4% | +27.4% |
| All | +43,429.5% | +7,145.0% | +36,284.5% | +7,170.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling