+1,780.9%
SBUX vs XPO
+10,316.6%
-8,535.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.5% | -5.8% | -1.8% |
| 7D | -3.1% | +2.4% | -5.5% | -3.4% |
| 30D | -0.9% | -3.5% | +2.7% | -0.5% |
| 3M | +11.6% | -11.9% | +23.5% | +13.0% |
| 6M | +8.8% | -10.0% | +18.7% | +9.6% |
| YTD | +26.3% | +42.1% | -15.8% | +20.9% |
| 1Y | +23.1% | +47.6% | -24.5% | +17.0% |
| 3Y | +15.0% | +153.6% | -138.6% | +1.5% |
| 5Y | +0.4% | +266.5% | -266.2% | -16.3% |
| 10Y | +130.7% | +1,460.4% | -1,329.8% | +69.4% |
| All | +1,780.9% | +10,316.6% | -8,535.7% | +1,115.9% |
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