+730.7%
SBUX vs XRT
+549.7%
+181.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.7% |
| 7D | +4.9% | +4.1% | +0.8% | +2.2% |
| 30D | +21.2% | +9.9% | +11.2% | +13.7% |
| 3M | +5.7% | +2.3% | +3.4% | +4.0% |
| 6M | +6.0% | +9.6% | -3.6% | -0.9% |
| YTD | +32.9% | +9.1% | +23.8% | +24.6% |
| 1Y | +33.3% | +16.2% | +17.0% | +19.8% |
| 3Y | +13.0% | +60.1% | -47.0% | -19.5% |
| 5Y | +8.8% | -0.5% | +9.3% | +3.4% |
| 10Y | +154.6% | +145.1% | +9.5% | +7.8% |
| All | +730.7% | +549.7% | +181.0% | +33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling