+41.3%
SBUX vs VIVK
-100.0%
+141.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -27.5% | +32.2% | +4.9% |
| 7D | +6.3% | -68.7% | +75.0% | +7.1% |
| 30D | +16.2% | -90.0% | +106.2% | +17.8% |
| 3M | +5.1% | -98.1% | +103.2% | +7.8% |
| 6M | +5.7% | -99.9% | +105.6% | +10.5% |
| YTD | +32.6% | -99.9% | +132.6% | +36.1% |
| 1Y | +41.3% | -100.0% | +141.3% | +56.7% |
| All | +41.3% | -100.0% | +141.3% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 1y: compounded portfolio wealth divided by compounded VIVK 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…
1y analysis · Full analysis span regression · 6 months rolling