+15.5%
SBUX vs SNAP
-43.9%
+59.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.6% | -2.3% |
| 7D | -3.9% | +1.5% | -5.4% | -4.1% |
| 30D | -2.8% | +1.9% | -4.7% | -3.3% |
| 3M | +8.2% | -3.9% | +12.1% | +8.0% |
| 6M | +4.3% | +5.2% | -1.0% | +2.0% |
| YTD | +23.3% | -32.7% | +56.1% | +27.7% |
| 1Y | +24.3% | -24.8% | +49.1% | +26.1% |
| 3Y | +15.5% | -42.2% | +57.6% | +5.3% |
| All | +15.5% | -43.9% | +59.4% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling