+123.9%
SBUX vs GPN
+28.5%
+95.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.5% | -4.3% | -1.2% | -3.8% |
| 30D | -8.5% | 0.0% | -8.5% | -8.7% |
| 3M | -2.9% | +35.8% | -38.7% | -15.3% |
| 6M | -1.5% | +22.0% | -23.5% | -10.9% |
| YTD | +19.4% | +15.2% | +4.2% | +9.4% |
| 1Y | +22.9% | +3.5% | +19.5% | +17.5% |
| 3Y | +11.3% | -26.9% | +38.2% | +20.5% |
| 5Y | -6.9% | -44.2% | +37.4% | +9.8% |
| All | +123.9% | +28.5% | +95.4% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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