+3,043.0%
XOM vs SBUX
+43,306.7%
-40,263.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.5% |
| 7D | +1.8% | -3.1% | +4.9% | +2.3% |
| 30D | +5.9% | -0.9% | +6.7% | +6.0% |
| 3M | +5.6% | +11.6% | -6.0% | +3.3% |
| 6M | +7.9% | +8.8% | -0.9% | +5.8% |
| YTD | +35.2% | +26.3% | +8.9% | +28.9% |
| 1Y | +46.0% | +23.1% | +22.9% | +39.5% |
| 3Y | +55.0% | +15.0% | +40.1% | +47.1% |
| 5Y | +246.3% | +0.4% | +245.9% | +232.7% |
| 10Y | +181.0% | +130.7% | +50.3% | +133.2% |
| All | +3,043.0% | +43,306.7% | -40,263.7% | +1,422.1% |
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