-5.2%
SBUX vs SMTC
+116.8%
-122.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.0% |
| 7D | -6.3% | +22.5% | -28.7% | -8.8% |
| 30D | -3.9% | +24.9% | -28.7% | -7.1% |
| 3M | +3.3% | +4.1% | -0.8% | +1.1% |
| 6M | +1.4% | +92.6% | -91.1% | -10.7% |
| YTD | +21.0% | +122.5% | -101.5% | +3.8% |
| 1Y | +22.4% | +166.2% | -143.8% | +1.4% |
| 3Y | +13.2% | +577.2% | -563.9% | -27.9% |
| 5Y | -5.2% | +119.0% | -124.2% | -17.3% |
| All | -5.2% | +116.8% | -122.0% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling