+11.3%
SBUX vs GNRC
+61.6%
-50.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.4% | -1.0% |
| 7D | -5.5% | -0.2% | -5.3% | -5.5% |
| 30D | -8.5% | -15.7% | +7.3% | -5.7% |
| 3M | -2.9% | -27.3% | +24.4% | +2.0% |
| 6M | -1.5% | -12.1% | +10.5% | -1.7% |
| YTD | +19.4% | +37.1% | -17.7% | +7.9% |
| 1Y | +22.9% | -0.5% | +23.4% | +18.1% |
| 3Y | +11.3% | +61.5% | -50.2% | -7.3% |
| All | +11.3% | +61.6% | -50.3% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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