+154.6%
SBUX vs URI
+1,189.1%
-1,034.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +1.1% |
| 7D | +4.9% | -6.0% | +10.9% | +6.6% |
| 30D | +21.2% | +4.6% | +16.6% | +19.4% |
| 3M | +5.7% | -2.7% | +8.4% | +6.1% |
| 6M | +6.0% | +18.4% | -12.4% | -0.2% |
| YTD | +32.9% | +37.4% | -4.4% | +17.9% |
| 1Y | +33.3% | +30.4% | +2.9% | +20.0% |
| 3Y | +13.0% | +147.9% | -134.9% | -19.0% |
| 5Y | +8.8% | +202.1% | -193.2% | -28.9% |
| 10Y | +154.6% | +1,182.4% | -1,027.8% | +8.1% |
| All | +154.6% | +1,189.1% | -1,034.4% | +8.1% |
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