+123.9%
SBUX vs XEL
+151.6%
-27.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | -0.3% | -5.2% | -5.4% |
| 30D | -8.5% | -3.9% | -4.5% | -7.0% |
| 3M | -2.9% | -2.8% | -0.1% | -1.9% |
| 6M | -1.5% | -5.4% | +3.9% | +0.3% |
| YTD | +19.4% | +3.8% | +15.6% | +16.5% |
| 1Y | +22.9% | +6.8% | +16.1% | +18.0% |
| 3Y | +11.3% | +45.6% | -34.3% | -8.9% |
| 5Y | -6.9% | +30.7% | -37.5% | -20.7% |
| All | +123.9% | +151.6% | -27.7% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling