+1,477.5%
XLK vs SBUX
+4,061.6%
-2,584.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.7% |
| 7D | +2.3% | -6.3% | +8.6% | +4.7% |
| 30D | +0.8% | -3.9% | +4.7% | +2.2% |
| 3M | +4.1% | +3.3% | +0.8% | +2.5% |
| 6M | +34.8% | +1.4% | +33.3% | +32.9% |
| YTD | +30.8% | +21.0% | +9.9% | +20.7% |
| 1Y | +42.4% | +22.4% | +19.9% | +30.0% |
| 3Y | +121.8% | +13.2% | +108.6% | +101.0% |
| 5Y | +146.6% | -5.2% | +151.8% | +136.1% |
| 10Y | +804.3% | +128.3% | +675.9% | +523.1% |
| All | +1,477.5% | +4,061.6% | -2,584.0% | +244.5% |
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