+42,297.2%
SBUX vs USB
+4,406.9%
+37,890.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -3.1% | +1.4% | -4.6% | -3.7% |
| 30D | -0.9% | -1.3% | +0.4% | -0.4% |
| 3M | +11.6% | +15.2% | -3.6% | +5.5% |
| 6M | +8.8% | +18.8% | -10.0% | +1.4% |
| YTD | +26.3% | +21.0% | +5.3% | +16.7% |
| 1Y | +23.1% | +34.0% | -10.9% | +9.2% |
| 3Y | +15.0% | +95.3% | -80.4% | -13.5% |
| 5Y | +0.4% | +40.4% | -40.0% | -16.6% |
| 10Y | +130.7% | +107.3% | +23.4% | +57.6% |
| All | +42,297.2% | +4,406.9% | +37,890.3% | +10,263.5% |
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