+18.5%
SBUX vs SIMO
+432.2%
-413.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.7% | -10.0% | -2.6% |
| 7D | -3.1% | +4.2% | -7.4% | -3.8% |
| 30D | -0.9% | +4.1% | -5.0% | -1.9% |
| 3M | +11.6% | -12.9% | +24.5% | +11.5% |
| 6M | +8.8% | +110.3% | -101.6% | -11.7% |
| YTD | +26.3% | +178.6% | -152.3% | -5.5% |
| 1Y | +23.1% | +220.0% | -196.9% | -12.1% |
| All | +18.5% | +432.2% | -413.7% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling