+128.8%
SBUX vs SIMO
+515.6%
-386.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.2% | -8.5% | -3.3% |
| 7D | -3.9% | +14.6% | -18.5% | -6.1% |
| 30D | -2.8% | +6.2% | -9.0% | -4.2% |
| 3M | +8.2% | +3.6% | +4.6% | +5.1% |
| 6M | +4.3% | +130.8% | -126.5% | -14.6% |
| YTD | +23.3% | +195.8% | -172.4% | -4.5% |
| 1Y | +24.3% | +225.0% | -200.7% | -6.0% |
| 3Y | +15.5% | +452.3% | -436.9% | -22.6% |
| 5Y | -2.7% | +303.6% | -306.3% | -33.6% |
| 10Y | +128.8% | +528.8% | -399.9% | +29.7% |
| All | +128.8% | +515.6% | -386.8% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 10y: compounded portfolio wealth divided by compounded SIMO 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…
10y analysis · Full analysis span regression · 6 months rolling