+19.4%
GLD vs SBUX
+22.4%
-3.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.6% |
| 7D | +0.7% | -3.9% | +4.6% | +1.0% |
| 30D | +0.3% | -2.8% | +3.1% | +0.5% |
| 3M | +0.6% | +8.2% | -7.6% | -0.2% |
| 6M | -15.6% | +4.3% | -19.8% | -15.8% |
| YTD | +0.9% | +23.3% | -22.5% | -0.1% |
| 1Y | +19.4% | +24.3% | -4.9% | +16.9% |
| All | +19.4% | +22.4% | -3.0% | +16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling