+107.8%
SBUX vs SPMO
+575.0%
-467.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -6.3% | +2.7% | -9.0% | -8.0% |
| 30D | -3.9% | +1.1% | -4.9% | -4.7% |
| 3M | +3.3% | +2.0% | +1.2% | -0.1% |
| 6M | +1.4% | +26.5% | -25.1% | -17.4% |
| YTD | +21.0% | +26.5% | -5.6% | -1.6% |
| 1Y | +22.4% | +27.9% | -5.5% | -1.6% |
| 3Y | +13.2% | +160.4% | -147.2% | -48.9% |
| 5Y | -5.2% | +151.5% | -156.7% | -56.1% |
| 10Y | +128.3% | +526.3% | -398.0% | -35.9% |
| All | +107.8% | +575.0% | -467.3% | -44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling