+25,850.5%
SBUX vs SM
+1,434.4%
+24,416.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +1.6% | +9.4% | -7.8% | +0.6% |
| 30D | +14.8% | -14.4% | +29.2% | +16.2% |
| 3M | -0.8% | +1.6% | -2.3% | -1.6% |
| 6M | +2.2% | +6.3% | -4.1% | +0.4% |
| YTD | +29.5% | +78.8% | -49.3% | +19.6% |
| 1Y | +27.0% | +83.1% | -56.1% | +16.9% |
| 3Y | +10.9% | -5.9% | +16.8% | +7.6% |
| 5Y | +7.4% | +4.8% | +2.6% | +0.2% |
| 10Y | +146.3% | +17.5% | +128.8% | +76.5% |
| All | +25,850.5% | +1,434.4% | +24,416.1% | +14,489.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling