+12.5%
SBUX vs SN
+659.6%
-647.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.2% |
| 7D | +1.7% | +7.2% | -5.5% | +0.3% |
| 30D | +12.6% | +20.4% | -7.7% | +8.6% |
| 3M | +0.8% | +23.9% | -23.1% | -3.5% |
| 6M | +0.2% | +93.0% | -92.9% | -12.3% |
| YTD | +27.4% | +99.2% | -71.8% | +10.2% |
| 1Y | +31.5% | +142.6% | -111.1% | +9.2% |
| 3Y | +9.3% | +398.8% | -389.5% | -16.1% |
| All | +12.5% | +659.6% | -647.1% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling