+129.1%
SBUX vs SNAP
-78.1%
+207.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -0.9% |
| 7D | +1.0% | +6.0% | -5.1% | +0.3% |
| 30D | +14.1% | -13.8% | +27.9% | +15.9% |
| 3M | -1.4% | -0.8% | -0.6% | -1.8% |
| 6M | +1.6% | -6.2% | +7.9% | +1.2% |
| YTD | +28.7% | -34.8% | +63.5% | +32.7% |
| 1Y | +26.3% | -38.7% | +65.0% | +31.1% |
| 3Y | +10.3% | -53.5% | +63.7% | +12.7% |
| 5Y | +6.8% | -90.2% | +97.0% | +20.4% |
| All | +129.1% | -78.1% | +207.2% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 10y: compounded portfolio wealth divided by compounded SNAP 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…
10y analysis · Full analysis span regression · 6 months rolling