+2,391.2%
SBUX vs GRMN
+6,828.2%
-4,437.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | +14.8% | +1.2% | +13.6% | +14.4% |
| 3M | -0.8% | -8.9% | +8.1% | +1.6% |
| 6M | +2.2% | +23.0% | -20.8% | -4.4% |
| YTD | +29.5% | +41.2% | -11.8% | +16.1% |
| 1Y | +27.0% | +47.5% | -20.5% | +12.5% |
| 3Y | +10.9% | +155.8% | -144.8% | -18.5% |
| 5Y | +7.4% | +120.2% | -112.7% | -18.3% |
| 10Y | +146.3% | +629.9% | -483.6% | +35.4% |
| All | +2,391.2% | +6,828.2% | -4,437.0% | +704.1% |
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 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