+40,499.4%
SBUX vs VICR
+2,266.3%
+38,233.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -1.2% |
| 7D | -6.3% | +1.3% | -7.5% | -6.5% |
| 30D | -3.9% | -11.9% | +8.1% | -2.4% |
| 3M | +3.3% | -35.1% | +38.4% | +7.9% |
| 6M | +1.4% | +8.1% | -6.7% | -4.5% |
| YTD | +21.0% | +67.8% | -46.8% | +5.2% |
| 1Y | +22.4% | +267.3% | -244.9% | -7.4% |
| 3Y | +13.2% | +191.2% | -178.0% | -16.3% |
| 5Y | -5.2% | +48.1% | -53.3% | -27.9% |
| 10Y | +128.3% | +1,546.1% | -1,417.8% | +6.8% |
| All | +40,499.4% | +2,266.3% | +38,233.1% | +11,237.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling