+11.3%
SBUX vs GPN
-27.6%
+38.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.5% | -4.6% | -0.9% | -4.1% |
| 30D | -8.5% | -0.3% | -8.2% | -8.5% |
| 3M | -2.9% | +35.4% | -38.3% | -12.9% |
| 6M | -1.5% | +21.7% | -23.2% | -8.9% |
| YTD | +19.4% | +14.9% | +4.5% | +11.9% |
| 1Y | +22.9% | +3.2% | +19.8% | +19.6% |
| 3Y | +11.3% | -27.1% | +38.4% | +28.5% |
| All | +11.3% | -27.6% | +38.9% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling