+29.3%
SBUX vs SMR
-3.5%
+32.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | -3.1% | +4.4% | -7.5% | -3.3% |
| 30D | -0.9% | +3.4% | -4.3% | -1.1% |
| 3M | +11.6% | -19.2% | +30.8% | +12.2% |
| 6M | +8.8% | -22.6% | +31.4% | +9.0% |
| YTD | +26.3% | -31.5% | +57.9% | +26.8% |
| 1Y | +23.1% | -73.1% | +96.2% | +27.7% |
| 3Y | +15.0% | +55.0% | -40.0% | +7.5% |
| All | +29.3% | -3.5% | +32.7% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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