+42,678.7%
SBUX vs GD
+11,590.9%
+31,087.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +1.7% | -5.0% | +6.7% | +3.9% |
| 30D | +12.6% | +8.9% | +3.7% | +8.5% |
| 3M | +0.8% | -8.0% | +8.9% | +4.3% |
| 6M | +0.2% | +2.9% | -2.7% | -1.5% |
| YTD | +27.4% | +7.1% | +20.4% | +22.9% |
| 1Y | +31.5% | +5.9% | +25.6% | +27.4% |
| 3Y | +9.3% | +53.9% | -44.6% | -11.0% |
| 5Y | +1.5% | +95.4% | -93.9% | -26.2% |
| 10Y | +147.9% | +193.5% | -45.6% | +47.1% |
| All | +42,678.7% | +11,590.9% | +31,087.8% | +10,578.4% |
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