+145.0%
SBUX vs SMTC
+333.2%
-188.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.5% |
| 7D | +1.6% | +11.0% | -9.5% | -0.3% |
| 30D | +14.8% | -28.5% | +43.3% | +19.5% |
| 3M | -0.8% | -14.2% | +13.4% | -1.4% |
| 6M | +2.2% | -18.0% | +20.2% | -0.2% |
| YTD | +29.5% | +55.5% | -26.0% | +9.9% |
| 1Y | +27.0% | +69.5% | -42.5% | +5.6% |
| 3Y | +10.9% | +699.7% | -688.7% | -43.0% |
| 5Y | +7.4% | +27.4% | -20.0% | -14.6% |
| All | +145.0% | +333.2% | -188.3% | +40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling