+778.8%
SBUX vs UUUU
-92.0%
+870.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.9% |
| 7D | -6.3% | +1.8% | -8.1% | -6.4% |
| 30D | -3.9% | +1.8% | -5.7% | -4.0% |
| 3M | +3.3% | +1.3% | +2.0% | +2.9% |
| 6M | +1.4% | -26.8% | +28.2% | +2.3% |
| YTD | +21.0% | +0.1% | +20.9% | +19.3% |
| 1Y | +22.4% | +11.2% | +11.2% | +18.9% |
| 3Y | +13.2% | +97.7% | -84.5% | +4.3% |
| 5Y | -5.2% | +127.3% | -132.5% | -14.9% |
| 10Y | +128.3% | +532.6% | -404.3% | +85.3% |
| All | +778.8% | -92.0% | +870.8% | +626.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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