+11.3%
SBUX vs VRSK
-26.5%
+37.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -5.5% | -5.2% | -0.3% | -5.1% |
| 30D | -8.5% | -2.3% | -6.1% | -8.3% |
| 3M | -2.9% | -2.9% | 0.0% | -2.9% |
| 6M | -1.5% | -12.8% | +11.3% | -1.1% |
| YTD | +19.4% | -20.8% | +40.2% | +20.8% |
| 1Y | +22.9% | -33.2% | +56.2% | +26.5% |
| 3Y | +11.3% | -26.6% | +37.9% | +18.0% |
| All | +11.3% | -26.5% | +37.8% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 3y: compounded portfolio wealth divided by compounded VRSK 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…
3y analysis · Full analysis span regression · 6 months rolling