+22.8%
SBUX vs SNPS
-7.2%
+29.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.9% |
| 7D | -6.2% | -4.6% | -1.6% | -6.1% |
| 30D | -6.4% | -3.3% | -3.1% | -6.4% |
| 3M | +1.0% | -13.8% | +14.8% | +1.6% |
| 6M | -0.4% | -8.2% | +7.8% | -0.9% |
| YTD | +20.0% | -15.4% | +35.4% | +19.5% |
| 1Y | +22.8% | +2.4% | +20.3% | +24.0% |
| All | +22.8% | -7.2% | +29.9% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling