+41,298.9%
SBUX vs ZBRA
+8,965.3%
+32,333.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.5% | -1.7% |
| 7D | -3.9% | +2.6% | -6.5% | -4.5% |
| 30D | -2.8% | -6.4% | +3.5% | -1.3% |
| 3M | +8.2% | +51.3% | -43.1% | -3.6% |
| 6M | +4.3% | +60.5% | -56.3% | -9.0% |
| YTD | +23.3% | +45.2% | -21.8% | +9.8% |
| 1Y | +24.3% | +12.3% | +11.9% | +17.4% |
| 3Y | +15.5% | +37.5% | -22.1% | +1.5% |
| 5Y | -2.7% | -39.2% | +36.5% | +1.5% |
| 10Y | +128.8% | +417.0% | -288.2% | +38.4% |
| All | +41,298.9% | +8,965.3% | +32,333.6% | +11,667.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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