+7.3%
SBUX vs GRMN
+119.5%
-112.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | +1.6% | -0.9% | +2.5% | +1.9% |
| 30D | +14.8% | +1.2% | +13.6% | +14.4% |
| 3M | -0.8% | -8.9% | +8.1% | +1.8% |
| 6M | +2.2% | +23.0% | -20.8% | -4.9% |
| YTD | +29.5% | +41.2% | -11.8% | +14.7% |
| 1Y | +27.0% | +47.5% | -20.5% | +11.0% |
| 3Y | +10.9% | +155.8% | -144.8% | -25.4% |
| All | +7.3% | +119.5% | -112.2% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling