+41,298.9%
SBUX vs SNPS
+6,172.5%
+35,126.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -3.9% | -5.5% | +1.6% | -2.5% |
| 30D | -2.8% | -5.8% | +2.9% | -1.8% |
| 3M | +8.2% | -17.2% | +25.4% | +12.7% |
| 6M | +4.3% | -10.4% | +14.6% | +5.6% |
| YTD | +23.3% | -16.5% | +39.9% | +26.6% |
| 1Y | +24.3% | -35.6% | +59.9% | +31.5% |
| 3Y | +15.5% | -14.6% | +30.1% | +9.9% |
| 5Y | -2.7% | +16.5% | -19.2% | -16.3% |
| 10Y | +128.8% | +556.6% | -427.7% | +24.4% |
| All | +41,298.9% | +6,172.5% | +35,126.4% | +11,881.9% |
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