+514.9%
GEV vs SBUX
+25.9%
+488.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +3.7% | +1.6% | +2.2% | +3.4% |
| 30D | -14.7% | +14.8% | -29.5% | -17.5% |
| 3M | -23.4% | -0.8% | -22.6% | -23.3% |
| 6M | -24.3% | +2.2% | -26.6% | -25.0% |
| YTD | +23.2% | +29.5% | -6.3% | +14.4% |
| 1Y | +44.2% | +27.0% | +17.2% | +34.5% |
| All | +514.9% | +25.9% | +488.9% | +496.1% |
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