+11.3%
SBUX vs GRMN
+190.9%
-179.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -1.2% |
| 7D | -5.5% | +2.4% | -7.9% | -5.9% |
| 30D | -8.5% | -8.5% | 0.0% | -7.0% |
| 3M | -2.9% | +19.5% | -22.4% | -6.4% |
| 6M | -1.5% | +21.2% | -22.7% | -5.4% |
| YTD | +19.4% | +41.0% | -21.7% | +11.4% |
| 1Y | +22.9% | +19.6% | +3.4% | +17.9% |
| 3Y | +11.3% | +183.8% | -172.5% | +6.4% |
| All | +11.3% | +190.9% | -179.6% | +6.4% |
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