+1,099.2%
SBUX vs GNRC
+2,020.8%
-921.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.3% |
| 7D | -6.2% | -0.7% | -5.5% | -6.1% |
| 30D | -6.4% | -15.8% | +9.4% | -3.3% |
| 3M | +1.0% | -24.0% | +25.1% | +5.8% |
| 6M | -0.4% | -13.8% | +13.4% | +0.9% |
| YTD | +20.0% | +33.2% | -13.3% | +10.4% |
| 1Y | +22.8% | -1.8% | +24.6% | +19.4% |
| 3Y | +12.3% | +57.7% | -45.4% | -3.5% |
| 5Y | -6.4% | -59.7% | +53.3% | +0.7% |
| 10Y | +126.5% | +430.7% | -304.3% | +38.1% |
| All | +1,099.2% | +2,020.8% | -921.6% | +397.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling