+145.0%
SBUX vs XRT
+136.4%
+8.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | +1.6% | +1.7% | -0.2% | +0.7% |
| 30D | +14.8% | +7.5% | +7.3% | +10.6% |
| 3M | -0.8% | +2.2% | -3.0% | -1.9% |
| 6M | +2.2% | +14.7% | -12.4% | -5.0% |
| YTD | +29.5% | +7.5% | +22.0% | +24.3% |
| 1Y | +27.0% | +14.1% | +12.9% | +18.2% |
| 3Y | +10.9% | +58.8% | -47.8% | -13.3% |
| 5Y | +7.4% | -3.9% | +11.3% | +4.5% |
| All | +145.0% | +136.4% | +8.6% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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