+6,287.8%
SBUX vs VRSN
+7,135.0%
-847.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +1.6% | +1.4% | +0.2% | +1.3% |
| 30D | +14.8% | +3.9% | +11.0% | +14.0% |
| 3M | -0.8% | +9.3% | -10.1% | -2.6% |
| 6M | +2.2% | +6.7% | -4.4% | +0.5% |
| YTD | +29.5% | +30.0% | -0.6% | +22.2% |
| 1Y | +27.0% | +26.0% | +1.0% | +20.6% |
| 3Y | +10.9% | +53.1% | -42.2% | +0.8% |
| 5Y | +7.4% | +35.0% | -27.6% | -0.4% |
| 10Y | +146.3% | +291.7% | -145.4% | +89.5% |
| All | +6,287.8% | +7,135.0% | -847.2% | +2,060.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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