+606.9%
GEV vs SBUX
+16.7%
+590.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -2.7% |
| 7D | -1.9% | -6.2% | +4.3% | -0.4% |
| 30D | -8.7% | -6.4% | -2.3% | -7.2% |
| 3M | +6.6% | +1.0% | +5.6% | +6.0% |
| 6M | +10.2% | -0.4% | +10.6% | +9.7% |
| YTD | +41.6% | +20.0% | +21.7% | +34.1% |
| 1Y | +43.9% | +22.8% | +21.1% | +35.0% |
| All | +606.9% | +16.7% | +590.2% | +598.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling