+128.8%
SBUX vs URI
+1,157.2%
-1,028.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | -3.9% | +2.5% | -6.4% | -4.6% |
| 30D | -2.8% | -12.5% | +9.7% | +0.8% |
| 3M | +8.2% | -6.2% | +14.4% | +9.5% |
| 6M | +4.3% | +25.9% | -21.6% | -4.1% |
| YTD | +23.3% | +26.2% | -2.9% | +12.7% |
| 1Y | +24.3% | +5.5% | +18.8% | +19.3% |
| 3Y | +15.5% | +125.0% | -109.5% | -14.0% |
| 5Y | -2.7% | +210.4% | -213.1% | -36.0% |
| 10Y | +128.8% | +1,157.2% | -1,028.4% | +1.5% |
| All | +128.8% | +1,157.2% | -1,028.4% | +1.5% |
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