+42,983.1%
SBUX vs GD
+11,666.5%
+31,316.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.2% |
| 7D | +0.6% | -3.9% | +4.5% | +2.3% |
| 30D | +10.5% | +8.1% | +2.4% | +6.8% |
| 3M | +0.7% | -6.8% | +7.5% | +3.6% |
| 6M | +2.3% | +3.0% | -0.7% | +0.6% |
| YTD | +28.4% | +7.8% | +20.6% | +23.4% |
| 1Y | +31.4% | +5.8% | +25.6% | +27.3% |
| 3Y | +11.5% | +55.3% | -43.8% | -9.5% |
| 5Y | +2.2% | +96.7% | -94.4% | -25.9% |
| 10Y | +149.7% | +195.4% | -45.7% | +47.7% |
| All | +42,983.1% | +11,666.5% | +31,316.5% | +10,624.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling