+13.0%
SBUX vs SPGI
+31.5%
-18.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | +4.9% | +1.6% | +3.4% | +4.5% |
| 30D | +21.2% | +16.1% | +5.1% | +16.1% |
| 3M | +5.7% | +15.5% | -9.8% | +1.3% |
| 6M | +6.0% | +19.6% | -13.6% | +0.1% |
| YTD | +32.9% | -3.6% | +36.5% | +34.4% |
| 1Y | +33.3% | +2.2% | +31.1% | +31.1% |
| 3Y | +13.0% | +30.1% | -17.1% | -0.6% |
| All | +13.0% | +31.5% | -18.5% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 3y: compounded portfolio wealth divided by compounded SPGI 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…
3y analysis · Full analysis span regression · 6 months rolling