-6.7%
SBUX vs SPMO
+149.5%
-156.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.8% |
| 7D | -5.5% | -0.9% | -4.5% | -5.0% |
| 30D | -8.5% | -1.9% | -6.5% | -7.5% |
| 3M | -2.9% | -1.4% | -1.6% | -3.7% |
| 6M | -1.5% | +25.5% | -27.0% | -19.3% |
| YTD | +19.4% | +24.8% | -5.5% | -2.0% |
| 1Y | +22.9% | +24.5% | -1.5% | +0.9% |
| 3Y | +11.3% | +157.1% | -145.8% | -52.3% |
| All | -6.7% | +149.5% | -156.2% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 5y: compounded portfolio wealth divided by compounded SPMO 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…
5y analysis · Full analysis span regression · 6 months rolling