+128.3%
SBUX vs SLV
+228.4%
-100.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -2.2% |
| 7D | -6.3% | +2.8% | -9.1% | -6.6% |
| 30D | -3.9% | +2.2% | -6.1% | -4.2% |
| 3M | +3.3% | +2.9% | +0.4% | +2.6% |
| 6M | +1.4% | -22.4% | +23.9% | +4.1% |
| YTD | +21.0% | -5.7% | +26.7% | +18.4% |
| 1Y | +22.4% | +63.3% | -40.9% | +9.2% |
| 3Y | +13.2% | +189.0% | -175.8% | -8.7% |
| 5Y | -5.2% | +172.7% | -177.8% | -24.0% |
| 10Y | +128.3% | +235.3% | -106.9% | +60.8% |
| All | +128.3% | +228.4% | -100.1% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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