+739.4%
GLD vs SBUX
+936.3%
-196.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.8% |
| 7D | +4.7% | +1.7% | +3.0% | +4.7% |
| 30D | -0.9% | +12.6% | -13.5% | -0.9% |
| 3M | -4.4% | +0.8% | -5.2% | -4.4% |
| 6M | -13.6% | +0.2% | -13.7% | -13.6% |
| YTD | -6.0% | +27.4% | -33.5% | -6.0% |
| 1Y | +1.8% | +31.5% | -29.7% | +1.7% |
| 3Y | +103.2% | +9.3% | +93.9% | +103.0% |
| 5Y | +119.3% | +1.5% | +117.8% | +119.0% |
| 10Y | +199.5% | +147.9% | +51.6% | +202.0% |
| All | +739.4% | +936.3% | -196.9% | +757.6% |
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