+2,110.5%
SBUX vs SNY
+241.9%
+1,868.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | -3.3% | -2.2% | -4.2% |
| 30D | -8.5% | -2.2% | -6.3% | -7.7% |
| 3M | -2.9% | -3.0% | +0.1% | -2.0% |
| 6M | -1.5% | +2.7% | -4.3% | -3.0% |
| YTD | +19.4% | -6.8% | +26.2% | +21.9% |
| 1Y | +22.9% | -5.3% | +28.2% | +24.5% |
| 3Y | +11.3% | -9.8% | +21.1% | +11.4% |
| 5Y | -6.9% | +9.7% | -16.5% | -16.0% |
| 10Y | +125.4% | +64.5% | +60.9% | +66.2% |
| All | +2,110.5% | +241.9% | +1,868.5% | +951.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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