+42,983.1%
SBUX vs USB
+4,189.3%
+38,793.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -2.4% |
| 7D | +0.6% | -1.5% | +2.1% | +1.2% |
| 30D | +10.5% | +4.3% | +6.2% | +8.7% |
| 3M | +0.7% | -6.1% | +6.8% | +3.2% |
| 6M | +2.3% | +9.4% | -7.1% | -1.5% |
| YTD | +28.4% | +15.2% | +13.2% | +20.9% |
| 1Y | +31.4% | +32.8% | -1.4% | +17.1% |
| 3Y | +11.5% | +91.3% | -79.8% | -15.1% |
| 5Y | +2.2% | +22.7% | -20.4% | -10.3% |
| 10Y | +149.7% | +97.0% | +52.6% | +74.0% |
| All | +42,983.1% | +4,189.3% | +38,793.8% | +10,632.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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