-6.4%
SBUX vs XPO
+257.8%
-264.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -6.2% | -1.3% | -4.9% | -6.0% |
| 30D | -6.4% | -10.4% | +3.9% | -4.2% |
| 3M | +1.0% | -15.7% | +16.7% | +4.8% |
| 6M | -0.4% | -6.3% | +5.9% | +0.3% |
| YTD | +20.0% | +34.2% | -14.2% | +10.4% |
| 1Y | +22.8% | +39.9% | -17.2% | +11.0% |
| 3Y | +12.3% | +155.2% | -142.9% | -17.5% |
| 5Y | -6.4% | +264.7% | -271.1% | -44.5% |
| All | -6.4% | +257.8% | -264.2% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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