-5.2%
SBUX vs SNAP
-92.8%
+87.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.7% |
| 7D | -6.3% | -5.0% | -1.3% | -5.7% |
| 30D | -3.9% | -0.7% | -3.1% | -4.0% |
| 3M | +3.3% | -5.0% | +8.3% | +3.2% |
| 6M | +1.4% | +3.5% | -2.1% | -0.2% |
| YTD | +21.0% | -34.2% | +55.2% | +24.8% |
| 1Y | +22.4% | -27.1% | +49.5% | +24.4% |
| 3Y | +13.2% | -43.5% | +56.7% | +13.2% |
| 5Y | -5.2% | -92.9% | +87.7% | +5.3% |
| All | -5.2% | -92.8% | +87.6% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling