+704.0%
SBUX vs SLV
+261.6%
+442.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.1% |
| 7D | +0.2% | -1.1% | +1.3% | +0.3% |
| 30D | +19.1% | -14.2% | +33.2% | +20.9% |
| 3M | +3.6% | -20.3% | +23.9% | +5.9% |
| 6M | +5.1% | -40.2% | +45.3% | +10.5% |
| YTD | +32.9% | -27.6% | +60.5% | +34.6% |
| 1Y | +30.4% | +0.4% | +30.0% | +26.9% |
| 3Y | +13.0% | +129.4% | -116.4% | -0.9% |
| 5Y | +10.5% | +99.8% | -89.2% | -2.3% |
| 10Y | +152.8% | +183.2% | -30.5% | +110.8% |
| All | +704.0% | +261.6% | +442.3% | +444.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling