+3.0%
SBUX vs SUI
-26.3%
+29.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | +1.7% | +6.2% | -4.5% | -0.5% |
| 30D | +12.6% | +8.6% | +4.1% | +9.2% |
| 3M | +0.8% | +1.0% | -0.2% | +0.2% |
| 6M | +0.2% | -2.6% | +2.8% | +0.7% |
| YTD | +27.4% | -0.1% | +27.6% | +26.6% |
| 1Y | +31.5% | +0.5% | +31.0% | +30.4% |
| 3Y | +9.3% | +15.3% | -6.0% | 0.0% |
| All | +3.0% | -26.3% | +29.3% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling