-0.4%
SBUX vs GPC
+32.9%
-33.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.6% |
| 7D | -3.1% | +1.2% | -4.3% | -3.5% |
| 30D | -0.9% | +6.0% | -6.8% | -2.8% |
| 3M | +11.6% | +42.6% | -31.0% | -2.0% |
| 6M | +8.8% | +22.8% | -14.0% | +0.4% |
| YTD | +26.3% | +15.5% | +10.9% | +17.7% |
| 1Y | +23.1% | +2.0% | +21.1% | +20.4% |
| 3Y | +15.0% | -1.4% | +16.4% | +10.0% |
| All | -0.4% | +32.9% | -33.3% | -20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling