+126.8%
SBUX vs SM
+22.6%
+104.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | -6.3% | -0.2% | -6.0% | -6.3% |
| 30D | -3.9% | +20.3% | -24.1% | -5.4% |
| 3M | +3.3% | +22.9% | -19.6% | +1.1% |
| 6M | +1.4% | +47.8% | -46.4% | -2.7% |
| YTD | +21.0% | +107.5% | -86.5% | +12.5% |
| 1Y | +22.4% | +51.7% | -29.3% | +16.6% |
| 3Y | +13.2% | -0.9% | +14.1% | +10.1% |
| 5Y | -5.2% | +112.2% | -117.4% | -14.7% |
| All | +126.8% | +22.6% | +104.2% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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