+16,253.9%
SBUX vs SIRI
-18.6%
+16,272.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.9% |
| 7D | -6.3% | -3.9% | -2.4% | -6.0% |
| 30D | -3.9% | -0.8% | -3.0% | -3.8% |
| 3M | +3.3% | +4.3% | -1.0% | +2.9% |
| 6M | +1.4% | +34.1% | -32.6% | -0.6% |
| YTD | +21.0% | +47.3% | -26.4% | +17.7% |
| 1Y | +22.4% | +22.9% | -0.5% | +20.4% |
| 3Y | +13.2% | -24.6% | +37.8% | +13.4% |
| 5Y | -5.2% | -43.2% | +38.0% | -4.2% |
| 10Y | +128.3% | -12.3% | +140.6% | +124.6% |
| All | +16,253.9% | -18.6% | +16,272.5% | +14,999.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling