+123.9%
SBUX vs SIRI
-10.2%
+134.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | -5.5% | +0.6% | -6.0% | -5.6% |
| 30D | -8.5% | +2.5% | -11.0% | -9.0% |
| 3M | -2.9% | +6.6% | -9.5% | -4.5% |
| 6M | -1.5% | +32.9% | -34.4% | -7.9% |
| YTD | +19.4% | +50.5% | -31.1% | +8.3% |
| 1Y | +22.9% | +28.0% | -5.0% | +15.3% |
| 3Y | +11.3% | -22.4% | +33.7% | +10.8% |
| 5Y | -6.9% | -41.3% | +34.4% | -5.1% |
| All | +123.9% | -10.2% | +134.1% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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