+10.9%
SBUX vs GRMN
+155.8%
-144.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | +14.8% | +1.2% | +13.6% | +14.5% |
| 3M | -0.8% | -8.9% | +8.1% | +0.8% |
| 6M | +2.2% | +23.0% | -20.8% | -2.2% |
| YTD | +29.5% | +41.2% | -11.8% | +20.5% |
| 1Y | +27.0% | +47.5% | -20.5% | +17.3% |
| 3Y | +10.9% | +155.8% | -144.8% | +2.1% |
| All | +10.9% | +155.8% | -144.9% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling