-5.2%
SBUX vs SYF
+89.2%
-94.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.4% |
| 7D | -6.3% | -1.3% | -4.9% | -5.9% |
| 30D | -3.9% | -1.1% | -2.8% | -3.6% |
| 3M | +3.3% | +7.4% | -4.1% | +0.5% |
| 6M | +1.4% | +16.2% | -14.8% | -4.1% |
| YTD | +21.0% | -6.1% | +27.1% | +22.0% |
| 1Y | +22.4% | +3.4% | +19.0% | +19.2% |
| 3Y | +13.2% | +162.9% | -149.6% | -21.6% |
| 5Y | -5.2% | +85.6% | -90.8% | -29.8% |
| All | -5.2% | +89.2% | -94.4% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling