+23.1%
SBUX vs SMTC
+154.8%
-131.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +9.2% | -10.5% | -1.7% |
| 7D | -3.1% | +12.7% | -15.9% | -3.7% |
| 30D | -0.9% | +22.0% | -22.8% | -1.9% |
| 3M | +11.6% | -12.7% | +24.3% | +11.9% |
| 6M | +8.8% | +64.8% | -56.0% | -0.1% |
| YTD | +26.3% | +100.7% | -74.4% | +13.9% |
| 1Y | +23.1% | +146.9% | -123.8% | +10.8% |
| All | +23.1% | +154.8% | -131.6% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 1y: compounded portfolio wealth divided by compounded SMTC 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…
1y analysis · Full analysis span regression · 6 months rolling