+1,226.2%
SBUX vs VRSK
+585.1%
+641.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.3% |
| 7D | -6.2% | -7.7% | +1.5% | -3.1% |
| 30D | -6.4% | -2.8% | -3.6% | -5.6% |
| 3M | +1.0% | -3.7% | +4.8% | +1.7% |
| 6M | -0.4% | -12.8% | +12.4% | +3.8% |
| YTD | +20.0% | -21.0% | +40.9% | +29.5% |
| 1Y | +22.8% | -32.5% | +55.2% | +41.6% |
| 3Y | +12.3% | -26.5% | +38.8% | +20.8% |
| 5Y | -6.4% | -11.5% | +5.1% | -10.3% |
| 10Y | +126.5% | +125.7% | +0.8% | +38.6% |
| All | +1,226.2% | +585.1% | +641.1% | +423.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling