+145.0%
SBUX vs URI
+1,173.3%
-1,028.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.2% |
| 7D | +1.6% | +6.7% | -5.1% | -0.3% |
| 30D | +14.8% | +8.9% | +6.0% | +11.9% |
| 3M | -0.8% | +0.5% | -1.3% | -1.4% |
| 6M | +2.2% | +20.7% | -18.4% | -4.3% |
| YTD | +29.5% | +40.0% | -10.6% | +14.1% |
| 1Y | +27.0% | +34.4% | -7.4% | +13.3% |
| 3Y | +10.9% | +149.5% | -138.5% | -20.7% |
| 5Y | +7.4% | +205.6% | -198.1% | -30.1% |
| All | +145.0% | +1,173.3% | -1,028.4% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling