+891.0%
XLV vs SBUX
+4,027.5%
-3,136.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.4% |
| 7D | -4.4% | -6.2% | +1.9% | -2.9% |
| 30D | -1.4% | -6.4% | +5.0% | +0.1% |
| 3M | +8.9% | +1.0% | +7.8% | +8.5% |
| 6M | +9.1% | -0.4% | +9.5% | +8.8% |
| YTD | +7.9% | +20.0% | -12.0% | +2.9% |
| 1Y | +22.7% | +22.8% | 0.0% | +16.0% |
| 3Y | +31.9% | +12.3% | +19.6% | +24.0% |
| 5Y | +34.9% | -6.4% | +41.3% | +30.4% |
| 10Y | +173.9% | +126.5% | +47.4% | +111.6% |
| All | +891.0% | +4,027.5% | -3,136.4% | +269.9% |
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