-2.7%
SBUX vs URA
+131.0%
-133.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.5% | -2.9% |
| 7D | -3.9% | +8.1% | -12.0% | -5.3% |
| 30D | -2.8% | +5.8% | -8.6% | -4.0% |
| 3M | +8.2% | +3.4% | +4.8% | +7.0% |
| 6M | +4.3% | -2.6% | +6.9% | +3.4% |
| YTD | +23.3% | +11.2% | +12.2% | +18.0% |
| 1Y | +24.3% | +19.8% | +4.5% | +15.4% |
| 3Y | +15.5% | +121.5% | -106.0% | -11.3% |
| 5Y | -2.7% | +134.5% | -137.2% | -28.7% |
| All | -2.7% | +131.0% | -133.7% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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