-6.4%
SBUX vs XEL
+27.8%
-34.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | -6.2% | -1.2% | -5.0% | -5.9% |
| 30D | -6.4% | -2.9% | -3.5% | -5.7% |
| 3M | +1.0% | -2.7% | +3.8% | +1.8% |
| 6M | -0.4% | -6.5% | +6.1% | +1.4% |
| YTD | +20.0% | +3.6% | +16.3% | +17.8% |
| 1Y | +22.8% | +7.5% | +15.3% | +18.6% |
| 3Y | +12.3% | +46.3% | -34.0% | -4.3% |
| 5Y | -6.4% | +30.5% | -36.9% | -15.7% |
| All | -6.4% | +27.8% | -34.2% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling