+1.6%
SBUX vs GD
+97.9%
-96.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.6% |
| 7D | -3.1% | -5.3% | +2.1% | -1.0% |
| 30D | -0.9% | -6.4% | +5.6% | +1.7% |
| 3M | +11.6% | +5.7% | +5.9% | +8.7% |
| 6M | +8.8% | -0.9% | +9.7% | +8.5% |
| YTD | +26.3% | +8.2% | +18.2% | +21.3% |
| 1Y | +23.1% | +13.4% | +9.7% | +15.9% |
| 3Y | +15.0% | +68.5% | -53.5% | -10.6% |
| All | +1.6% | +97.9% | -96.3% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 5y: compounded portfolio wealth divided by compounded GD 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…
5y analysis · Full analysis span regression · 6 months rolling