+11.1%
SBUX vs SMTC
+732.3%
-721.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.6% | +2.2% | -2.0% |
| 7D | +1.0% | +30.5% | -29.4% | -1.3% |
| 30D | +16.6% | -30.9% | +47.5% | +19.5% |
| 3M | -0.6% | -14.7% | +14.1% | -0.9% |
| 6M | +1.8% | -9.6% | +11.4% | -0.8% |
| YTD | +29.7% | +62.1% | -32.4% | +16.2% |
| 1Y | +26.1% | +66.6% | -40.5% | +12.2% |
| All | +11.1% | +732.3% | -721.2% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling