+231.4%
SBUX vs VEEV
+586.3%
-354.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.6% |
| 7D | -6.3% | -7.1% | +0.8% | -5.0% |
| 30D | -3.9% | +11.1% | -15.0% | -6.1% |
| 3M | +3.3% | +55.5% | -52.2% | -5.8% |
| 6M | +1.4% | +33.4% | -31.9% | -5.2% |
| YTD | +21.0% | +16.8% | +4.1% | +15.7% |
| 1Y | +22.4% | -7.7% | +30.2% | +22.4% |
| 3Y | +13.2% | +18.4% | -5.2% | +5.3% |
| 5Y | -5.2% | -14.8% | +9.6% | -8.9% |
| 10Y | +128.3% | +546.5% | -418.2% | +59.2% |
| All | +231.4% | +586.3% | -354.9% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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