-6.7%
SBUX vs GM
+78.3%
-85.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -5.5% | -2.4% | -3.0% | -4.9% |
| 30D | -8.5% | -1.1% | -7.4% | -8.2% |
| 3M | -2.9% | +6.1% | -9.0% | -4.8% |
| 6M | -1.5% | +15.0% | -16.5% | -6.1% |
| YTD | +19.4% | +6.0% | +13.4% | +16.1% |
| 1Y | +22.9% | +47.1% | -24.1% | +8.2% |
| 3Y | +11.3% | +170.5% | -159.2% | -22.4% |
| All | -6.7% | +78.3% | -85.0% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling