+43,096.7%
SBUX vs SNPS
+7,183.2%
+35,913.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.9% | -0.4% |
| 7D | +1.0% | +1.1% | -0.1% | +0.7% |
| 30D | +14.1% | -5.2% | +19.3% | +15.4% |
| 3M | -1.4% | +10.6% | -11.9% | -5.0% |
| 6M | +1.6% | -10.6% | +12.3% | +2.7% |
| YTD | +28.7% | -3.1% | +31.8% | +26.2% |
| 1Y | +26.3% | +15.6% | +10.7% | +18.0% |
| 3Y | +10.3% | -12.9% | +23.2% | +4.0% |
| 5Y | +6.8% | +31.2% | -24.4% | -11.3% |
| 10Y | +144.8% | +663.4% | -518.5% | +27.2% |
| All | +43,096.7% | +7,183.2% | +35,913.5% | +11,846.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling