+42,297.2%
SBUX vs SMTC
+72,707.4%
-30,410.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +9.2% | -10.5% | -2.7% |
| 7D | -3.1% | +12.7% | -15.9% | -5.0% |
| 30D | -0.9% | +22.0% | -22.8% | -4.4% |
| 3M | +11.6% | -12.7% | +24.3% | +11.6% |
| 6M | +8.8% | +64.8% | -56.0% | -2.5% |
| YTD | +26.3% | +100.7% | -74.4% | +9.4% |
| 1Y | +23.1% | +146.9% | -123.8% | +2.4% |
| 3Y | +15.0% | +456.8% | -441.9% | -22.6% |
| 5Y | +0.4% | +89.2% | -88.9% | -22.1% |
| 10Y | +130.7% | +426.9% | -296.2% | +47.8% |
| All | +42,297.2% | +72,707.4% | -30,410.2% | +17,959.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling