+41.4%
SBUX vs VIK
+225.1%
-183.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.8% |
| 7D | -5.5% | -0.9% | -4.6% | -5.3% |
| 30D | -8.5% | -18.4% | +9.9% | -3.6% |
| 3M | -2.9% | -8.8% | +5.9% | -1.0% |
| 6M | -1.5% | +17.1% | -18.7% | -7.4% |
| YTD | +19.4% | +19.0% | +0.3% | +11.1% |
| 1Y | +22.9% | +30.1% | -7.2% | +10.8% |
| All | +41.4% | +225.1% | -183.7% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 10y: compounded portfolio wealth divided by compounded VIK 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…
10y analysis · Full analysis span regression · 6 months rolling