+988.3%
XLE vs SBUX
+4,284.9%
-3,296.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -12.0% | +1.7% | -13.7% | -12.5% |
| 30D | -2.7% | +12.6% | -15.4% | -6.1% |
| 3M | +6.6% | +0.8% | +5.8% | +5.9% |
| 6M | +9.5% | +0.2% | +9.3% | +8.8% |
| YTD | +40.6% | +27.4% | +13.1% | +29.8% |
| 1Y | +43.6% | +31.5% | +12.1% | +31.1% |
| 3Y | +58.1% | +9.3% | +48.8% | +47.6% |
| 5Y | +152.2% | +1.5% | +150.7% | +135.9% |
| 10Y | +172.9% | +147.9% | +25.0% | +99.0% |
| All | +988.3% | +4,284.9% | -3,296.6% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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