+125.0%
SBUX vs SMTC
+516.8%
-391.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.3% |
| 7D | -6.2% | +17.5% | -23.8% | -9.0% |
| 30D | -6.4% | +21.3% | -27.7% | -10.2% |
| 3M | +1.0% | +3.1% | -2.1% | -1.9% |
| 6M | -0.4% | +81.7% | -82.1% | -14.8% |
| YTD | +20.0% | +115.9% | -96.0% | -1.4% |
| 1Y | +22.8% | +157.8% | -135.1% | -3.5% |
| 3Y | +12.3% | +557.3% | -545.0% | -37.3% |
| 5Y | -6.4% | +114.7% | -121.1% | -31.9% |
| All | +125.0% | +516.8% | -391.8% | +19.1% |
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