+145.0%
SBUX vs GPC
+74.9%
+70.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +1.6% | +0.4% | +1.1% | +1.4% |
| 30D | +14.8% | -6.3% | +21.1% | +17.8% |
| 3M | -0.8% | -8.2% | +7.4% | +2.5% |
| 6M | +2.2% | +27.1% | -24.9% | -8.5% |
| YTD | +29.5% | +3.1% | +26.3% | +24.6% |
| 1Y | +27.0% | +0.1% | +27.0% | +23.9% |
| 3Y | +10.9% | +0.2% | +10.7% | +4.3% |
| 5Y | +7.4% | +4.9% | +2.6% | -3.0% |
| All | +145.0% | +74.9% | +70.1% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 10y: compounded portfolio wealth divided by compounded GPC 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…
10y analysis · Full analysis span regression · 6 months rolling