+814.1%
SBUX vs URA
-31.1%
+845.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.5% |
| 7D | -3.1% | +1.1% | -4.2% | -3.4% |
| 30D | -0.9% | +7.4% | -8.3% | -2.7% |
| 3M | +11.6% | -8.4% | +20.0% | +12.9% |
| 6M | +8.8% | -12.7% | +21.5% | +10.4% |
| YTD | +26.3% | +7.8% | +18.5% | +20.8% |
| 1Y | +23.1% | +19.5% | +3.7% | +13.2% |
| 3Y | +15.0% | +116.4% | -101.5% | -12.7% |
| 5Y | +0.4% | +134.3% | -133.9% | -28.4% |
| 10Y | +130.7% | +359.3% | -228.6% | +27.0% |
| All | +814.1% | -31.1% | +845.3% | +628.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling