+148.7%
SBUX vs SIMO
+436.4%
-287.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.7% | -1.9% | +3.0% |
| 7D | +4.8% | -8.2% | +13.0% | +5.8% |
| 30D | +20.6% | -34.6% | +55.2% | +27.2% |
| 3M | +4.3% | -32.6% | +36.9% | +8.3% |
| 6M | +5.5% | -31.8% | +37.3% | +6.6% |
| YTD | +32.3% | +87.6% | -55.3% | +7.7% |
| 1Y | +31.2% | +86.7% | -55.5% | +6.6% |
| 3Y | +14.8% | +227.4% | -212.6% | -18.4% |
| 5Y | +8.0% | +173.0% | -165.0% | -23.8% |
| 10Y | +148.7% | +409.6% | -260.9% | +42.4% |
| All | +148.7% | +436.4% | -287.6% | +42.4% |
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