+9.3%
SBUX vs SN
+397.9%
-388.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.3% |
| 7D | +1.7% | +7.2% | -5.5% | +0.1% |
| 30D | +12.6% | +20.4% | -7.7% | +8.0% |
| 3M | +0.8% | +23.9% | -23.1% | -4.2% |
| 6M | +0.2% | +93.0% | -92.9% | -14.3% |
| YTD | +27.4% | +99.2% | -71.8% | +7.4% |
| 1Y | +31.5% | +142.6% | -111.1% | +5.5% |
| 3Y | +9.3% | +398.8% | -389.5% | -19.7% |
| All | +9.3% | +397.9% | -388.7% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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