-6.7%
SBUX vs VIAV
+139.8%
-146.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.6% | -4.1% | -0.9% |
| 7D | -5.5% | +11.2% | -16.6% | -6.7% |
| 30D | -8.5% | -10.1% | +1.6% | -7.5% |
| 3M | -2.9% | -22.9% | +20.0% | -0.8% |
| 6M | -1.5% | +28.8% | -30.3% | -8.1% |
| YTD | +19.4% | +117.5% | -98.1% | +0.2% |
| 1Y | +22.9% | +216.1% | -193.1% | -5.2% |
| 3Y | +11.3% | +292.2% | -280.9% | -20.1% |
| All | -6.7% | +139.8% | -146.5% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling