+2,682.0%
SBUX vs ZBH
+274.1%
+2,407.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.1% |
| 7D | -6.3% | -4.9% | -1.3% | -4.3% |
| 30D | -3.9% | -3.2% | -0.6% | -2.6% |
| 3M | +3.3% | +5.8% | -2.5% | +0.4% |
| 6M | +1.4% | +2.0% | -0.5% | -0.4% |
| YTD | +21.0% | +5.8% | +15.2% | +16.6% |
| 1Y | +22.4% | -7.9% | +30.4% | +23.6% |
| 3Y | +13.2% | -19.4% | +32.6% | +18.8% |
| 5Y | -5.2% | -29.5% | +24.3% | +3.9% |
| 10Y | +128.3% | -15.5% | +143.9% | +121.3% |
| All | +2,682.0% | +274.1% | +2,407.9% | +1,415.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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