+125.0%
SBUX vs SYF
+255.8%
-130.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.6% | 0.0% |
| 7D | -6.2% | -5.5% | -0.7% | -4.5% |
| 30D | -6.4% | -3.9% | -2.6% | -5.3% |
| 3M | +1.0% | +8.9% | -7.9% | -2.3% |
| 6M | -0.4% | +16.2% | -16.6% | -6.0% |
| YTD | +20.0% | -8.4% | +28.4% | +22.0% |
| 1Y | +22.8% | +2.6% | +20.2% | +19.8% |
| 3Y | +12.3% | +156.4% | -144.1% | -22.3% |
| 5Y | -6.4% | +78.2% | -84.6% | -29.1% |
| All | +125.0% | +255.8% | -130.8% | +19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling