+41.3%
SBUX vs SMTC
+70.8%
-29.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -12.9% | +17.6% | +4.8% |
| 7D | +6.3% | -24.5% | +30.8% | +6.6% |
| 30D | +16.2% | -42.5% | +58.6% | +17.3% |
| 3M | +5.1% | -14.1% | +19.2% | +4.4% |
| 6M | +5.7% | +3.6% | +2.1% | +0.4% |
| YTD | +32.6% | +50.6% | -17.9% | +19.5% |
| 1Y | +41.3% | +72.2% | -30.9% | +24.6% |
| All | +41.3% | +70.8% | -29.5% | +24.6% |
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