-6.7%
SBUX vs VICR
+57.6%
-64.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.2% | -11.6% | -1.6% |
| 7D | -5.5% | +5.0% | -10.4% | -6.0% |
| 30D | -8.5% | -12.5% | +4.0% | -7.5% |
| 3M | -2.9% | -33.6% | +30.7% | -0.4% |
| 6M | -1.5% | +10.7% | -12.2% | -6.3% |
| YTD | +19.4% | +80.6% | -61.2% | +6.5% |
| 1Y | +22.9% | +288.4% | -265.4% | -1.0% |
| 3Y | +11.3% | +213.8% | -202.5% | -12.2% |
| All | -6.7% | +57.6% | -64.4% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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