+10.5%
SBUX vs GEN
+35.2%
-24.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.1% | -0.5% |
| 7D | +0.2% | -0.8% | +1.0% | +0.4% |
| 30D | +19.1% | +31.2% | -12.1% | +11.5% |
| 3M | +3.6% | +6.1% | -2.4% | +1.6% |
| 6M | +5.1% | +38.1% | -33.0% | -4.5% |
| YTD | +32.9% | +14.4% | +18.5% | +26.5% |
| 1Y | +30.4% | +15.1% | +15.3% | +24.0% |
| 3Y | +13.0% | +68.5% | -55.5% | -4.3% |
| 5Y | +10.5% | +35.8% | -25.3% | -3.8% |
| All | +10.5% | +35.2% | -24.6% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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