+40,166.6%
SBUX vs SYK
+9,326.4%
+30,840.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.1% | -0.1% |
| 7D | -6.2% | -12.3% | +6.1% | -1.8% |
| 30D | -6.4% | -22.4% | +16.0% | +2.3% |
| 3M | +1.0% | -12.3% | +13.4% | +5.1% |
| 6M | -0.4% | -24.3% | +23.9% | +8.8% |
| YTD | +20.0% | -22.8% | +42.7% | +29.7% |
| 1Y | +22.8% | -28.8% | +51.5% | +36.6% |
| 3Y | +12.3% | -4.0% | +16.3% | +11.9% |
| 5Y | -6.4% | +3.8% | -10.2% | -10.0% |
| 10Y | +126.5% | +172.8% | -46.3% | +57.1% |
| All | +40,166.6% | +9,326.4% | +30,840.2% | +12,483.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 all: compounded portfolio wealth divided by compounded SYK 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…
all analysis · Full analysis span regression · 6 months rolling