+126.9%
SBUX vs SNAP
-79.3%
+206.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.8% | -0.4% |
| 7D | +1.7% | -7.1% | +8.8% | +2.5% |
| 30D | +12.6% | -14.6% | +27.3% | +14.4% |
| 3M | +0.8% | -5.0% | +5.8% | +0.9% |
| 6M | +0.2% | -18.8% | +19.0% | +1.5% |
| YTD | +27.4% | -38.5% | +66.0% | +32.4% |
| 1Y | +31.5% | -38.1% | +69.6% | +36.3% |
| 3Y | +9.3% | -53.8% | +63.0% | +11.7% |
| 5Y | +1.5% | -90.7% | +92.2% | +15.0% |
| All | +126.9% | -79.3% | +206.2% | +103.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling