+1.6%
SBUX vs URI
+200.7%
-199.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.7% |
| 7D | -3.1% | -2.0% | -1.2% | -2.6% |
| 30D | -0.9% | -12.9% | +12.1% | +3.0% |
| 3M | +11.6% | -6.7% | +18.3% | +13.2% |
| 6M | +8.8% | +19.0% | -10.2% | +1.3% |
| YTD | +26.3% | +25.5% | +0.8% | +14.8% |
| 1Y | +23.1% | +5.5% | +17.6% | +18.0% |
| 3Y | +15.0% | +111.3% | -96.4% | -16.8% |
| All | +1.6% | +200.7% | -199.1% | -40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling