+6,132.8%
SBUX vs VRSN
+6,651.0%
-518.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -0.9% | -0.2% | -0.7% | -0.9% |
| 3M | +11.6% | -0.3% | +11.9% | +11.4% |
| 6M | +8.8% | +23.0% | -14.2% | +4.1% |
| YTD | +26.3% | +21.3% | +5.0% | +20.9% |
| 1Y | +23.1% | +6.7% | +16.4% | +20.7% |
| 3Y | +15.0% | +45.0% | -30.0% | +5.6% |
| 5Y | +0.4% | +35.0% | -34.7% | -7.0% |
| 10Y | +130.7% | +276.3% | -145.7% | +79.0% |
| All | +6,132.8% | +6,651.0% | -518.3% | +2,037.7% |
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