+1,827.7%
SBUX vs XPO
+10,300.9%
-8,473.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.4% |
| 7D | +1.6% | +9.0% | -7.4% | +0.6% |
| 30D | +14.8% | +4.2% | +10.7% | +14.3% |
| 3M | -0.8% | -8.7% | +7.9% | +0.1% |
| 6M | +2.2% | -2.8% | +5.0% | +2.3% |
| YTD | +29.5% | +41.9% | -12.4% | +23.9% |
| 1Y | +27.0% | +42.3% | -15.3% | +21.4% |
| 3Y | +10.9% | +127.3% | -116.3% | -0.8% |
| 5Y | +7.4% | +306.4% | -299.0% | -11.2% |
| 10Y | +146.3% | +1,290.9% | -1,144.7% | +82.0% |
| All | +1,827.7% | +10,300.9% | -8,473.3% | +1,145.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling