+15.5%
SBUX vs SYF
+170.1%
-154.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.7% | -1.9% |
| 7D | -3.9% | +2.6% | -6.5% | -4.6% |
| 30D | -2.8% | 0.0% | -2.9% | -2.9% |
| 3M | +8.2% | +11.9% | -3.7% | +4.3% |
| 6M | +4.3% | +18.9% | -14.7% | -1.6% |
| YTD | +23.3% | -4.6% | +27.9% | +23.7% |
| 1Y | +24.3% | +6.4% | +17.9% | +20.2% |
| 3Y | +15.5% | +167.2% | -151.7% | -12.5% |
| All | +15.5% | +170.1% | -154.7% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling