+3.0%
SBUX vs GLDM
+121.8%
-118.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +1.7% | +4.7% | -3.0% | +1.2% |
| 30D | +12.6% | -0.9% | +13.5% | +12.7% |
| 3M | +0.8% | -4.3% | +5.1% | +1.1% |
| 6M | +0.2% | -13.4% | +13.6% | +1.5% |
| YTD | +27.4% | -5.8% | +33.3% | +27.9% |
| 1Y | +31.5% | +2.1% | +29.4% | +30.7% |
| 3Y | +9.3% | +105.0% | -95.8% | -2.8% |
| All | +3.0% | +121.8% | -118.7% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling