+11.3%
SBUX vs GM
+166.7%
-155.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -5.5% | -2.4% | -3.0% | -5.1% |
| 30D | -8.5% | -1.1% | -7.4% | -8.3% |
| 3M | -2.9% | +6.1% | -9.0% | -4.2% |
| 6M | -1.5% | +15.0% | -16.5% | -4.7% |
| YTD | +19.4% | +6.0% | +13.4% | +17.2% |
| 1Y | +22.9% | +47.1% | -24.1% | +12.9% |
| 3Y | +11.3% | +170.5% | -159.2% | -9.0% |
| All | +11.3% | +166.7% | -155.4% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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