+128.3%
SBUX vs GPC
+83.6%
+44.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.3% |
| 7D | -6.3% | -0.6% | -5.6% | -6.0% |
| 30D | -3.9% | +1.3% | -5.2% | -4.4% |
| 3M | +3.3% | +37.1% | -33.8% | -9.9% |
| 6M | +1.4% | +23.2% | -21.8% | -8.0% |
| YTD | +21.0% | +13.1% | +7.9% | +12.4% |
| 1Y | +22.4% | +0.9% | +21.5% | +19.5% |
| 3Y | +13.2% | -0.8% | +14.0% | +7.2% |
| 5Y | -5.2% | +31.1% | -36.3% | -22.1% |
| 10Y | +128.3% | +87.4% | +41.0% | +47.3% |
| All | +128.3% | +83.6% | +44.7% | +47.3% |
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