+41.3%
SBUX vs SYF
+4.2%
+37.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +4.8% |
| 7D | +6.3% | -0.4% | +6.7% | +6.4% |
| 30D | +16.2% | +4.4% | +11.8% | +15.1% |
| 3M | +5.1% | -4.7% | +9.8% | +6.0% |
| 6M | +5.7% | +1.9% | +3.8% | +4.8% |
| YTD | +32.6% | -8.9% | +41.6% | +32.2% |
| 1Y | +41.3% | +4.1% | +37.3% | +31.1% |
| All | +41.3% | +4.2% | +37.1% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 1y: compounded portfolio wealth divided by compounded SYF 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…
1y analysis · Full analysis span regression · 6 months rolling