+2,330.8%
SBUX vs GRMN
+6,655.2%
-4,324.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -3.1% | -2.9% | -0.3% | -2.4% |
| 30D | -0.9% | -8.4% | +7.6% | +1.5% |
| 3M | +11.6% | +15.0% | -3.4% | +6.7% |
| 6M | +8.8% | +11.2% | -2.4% | +4.8% |
| YTD | +26.3% | +37.7% | -11.4% | +14.2% |
| 1Y | +23.1% | +18.5% | +4.7% | +15.8% |
| 3Y | +15.0% | +175.8% | -160.9% | -17.4% |
| 5Y | +0.4% | +75.1% | -74.7% | -18.7% |
| 10Y | +130.7% | +637.0% | -506.3% | +26.7% |
| All | +2,330.8% | +6,655.2% | -4,324.4% | +691.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling