+128.8%
SBUX vs SUI
+104.3%
+24.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.7% |
| 7D | -3.9% | -3.1% | -0.8% | -2.6% |
| 30D | -2.8% | -2.3% | -0.5% | -2.0% |
| 3M | +8.2% | -2.8% | +11.0% | +9.2% |
| 6M | +4.3% | -12.4% | +16.6% | +9.6% |
| YTD | +23.3% | -3.3% | +26.6% | +24.3% |
| 1Y | +24.3% | -5.8% | +30.1% | +26.5% |
| 3Y | +15.5% | +12.5% | +3.0% | +5.9% |
| 5Y | -2.7% | -32.9% | +30.1% | +11.5% |
| 10Y | +128.8% | +104.4% | +24.4% | +87.4% |
| All | +128.8% | +104.3% | +24.5% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling