+14.8%
SBUX vs GLDM
+111.5%
-96.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +2.0% | +3.7% |
| 7D | +4.8% | +5.0% | -0.1% | +4.4% |
| 30D | +20.6% | -1.3% | +21.9% | +20.6% |
| 3M | +4.3% | -4.7% | +9.0% | +4.5% |
| 6M | +5.5% | -12.4% | +17.9% | +6.5% |
| YTD | +32.3% | -4.1% | +36.4% | +32.9% |
| 1Y | +31.2% | +3.3% | +27.8% | +31.0% |
| 3Y | +14.8% | +110.9% | -96.1% | +4.8% |
| All | +14.8% | +111.5% | -96.7% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 3y: compounded portfolio wealth divided by compounded GLDM 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…
3y analysis · Full analysis span regression · 6 months rolling