+25,220.6%
SBUX vs SM
+1,608.3%
+23,612.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -1.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -0.9% | +26.3% | -27.2% | -3.4% |
| 3M | +11.6% | +8.7% | +2.9% | +10.1% |
| 6M | +8.8% | +51.7% | -42.9% | +3.1% |
| YTD | +26.3% | +99.0% | -72.7% | +16.1% |
| 1Y | +23.1% | +34.6% | -11.5% | +17.4% |
| 3Y | +15.0% | -7.8% | +22.7% | +12.2% |
| 5Y | +0.4% | +104.8% | -104.4% | -12.5% |
| 10Y | +130.7% | +7.2% | +123.4% | +67.7% |
| All | +25,220.6% | +1,608.3% | +23,612.3% | +14,055.4% |
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