+5,805.3%
SBUX vs URI
+7,462.1%
-1,656.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | +1.7% | -9.8% | +11.5% | +4.0% |
| 30D | +12.6% | +1.7% | +10.9% | +12.0% |
| 3M | +0.8% | -9.1% | +9.9% | +2.7% |
| 6M | +0.2% | +9.9% | -9.7% | -2.8% |
| YTD | +27.4% | +31.2% | -3.8% | +17.3% |
| 1Y | +31.5% | +25.9% | +5.5% | +22.1% |
| 3Y | +9.3% | +147.4% | -138.1% | -15.0% |
| 5Y | +1.5% | +179.7% | -178.2% | -24.5% |
| 10Y | +147.9% | +1,419.5% | -1,271.6% | +17.3% |
| All | +5,805.3% | +7,462.1% | -1,656.8% | +1,280.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling