+123.9%
SBUX vs GRMN
+674.8%
-550.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.8% | -4.3% | -1.9% |
| 7D | -5.5% | +2.0% | -7.5% | -6.2% |
| 30D | -8.5% | -8.8% | +0.3% | -5.3% |
| 3M | -2.9% | +19.0% | -21.9% | -10.0% |
| 6M | -1.5% | +20.7% | -22.2% | -9.4% |
| YTD | +19.4% | +40.5% | -21.1% | +2.9% |
| 1Y | +22.9% | +19.1% | +3.8% | +12.5% |
| 3Y | +11.3% | +182.7% | -171.4% | -34.4% |
| 5Y | -6.9% | +82.3% | -89.2% | -33.3% |
| All | +123.9% | +674.8% | -550.9% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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