-2.7%
SBUX vs SLV
+164.2%
-166.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -3.9% | +2.5% | -6.4% | -4.2% |
| 30D | -2.8% | +3.3% | -6.1% | -3.3% |
| 3M | +8.2% | -3.6% | +11.8% | +8.4% |
| 6M | +4.3% | -21.8% | +26.1% | +6.8% |
| YTD | +23.3% | -7.8% | +31.2% | +20.4% |
| 1Y | +24.3% | +58.3% | -34.0% | +9.4% |
| 3Y | +15.5% | +182.6% | -167.1% | -10.3% |
| 5Y | -2.7% | +167.8% | -170.5% | -28.3% |
| All | -2.7% | +164.2% | -166.9% | -28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling