+123.9%
SBUX vs SNPS
+585.4%
-461.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -5.5% | +0.9% | -6.4% | -5.7% |
| 30D | -8.5% | -3.6% | -4.8% | -8.0% |
| 3M | -2.9% | -12.9% | +10.0% | +0.3% |
| 6M | -1.5% | -8.2% | +6.7% | -1.0% |
| YTD | +19.4% | -15.4% | +34.8% | +22.4% |
| 1Y | +22.9% | -9.3% | +32.2% | +21.5% |
| 3Y | +11.3% | -14.0% | +25.2% | -0.3% |
| 5Y | -6.9% | +19.5% | -26.4% | -31.4% |
| All | +123.9% | +585.4% | -461.5% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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