+862.1%
SBUX vs URA
-50.4%
+912.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.5% | +1.8% | +3.7% |
| 7D | +4.9% | +0.3% | +4.6% | +4.8% |
| 30D | +21.2% | -14.8% | +35.9% | +25.3% |
| 3M | +5.7% | -25.3% | +31.0% | +12.2% |
| 6M | +6.0% | -39.9% | +45.9% | +17.3% |
| YTD | +32.9% | -22.4% | +55.4% | +36.4% |
| 1Y | +33.3% | -29.0% | +62.3% | +39.2% |
| 3Y | +13.0% | +41.0% | -28.0% | -5.1% |
| 5Y | +8.8% | +38.3% | -29.5% | -11.2% |
| 10Y | +154.6% | +276.1% | -121.4% | +45.8% |
| All | +862.1% | -50.4% | +912.5% | +722.1% |
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