+980.0%
SMCI vs SBUX
-7.3%
+987.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.5% |
| 7D | +1.3% | -5.5% | +6.8% | +3.8% |
| 30D | +6.6% | -8.5% | +15.1% | +10.5% |
| 3M | +25.4% | -2.9% | +28.3% | +26.3% |
| 6M | +26.1% | -1.5% | +27.7% | +25.8% |
| YTD | +37.0% | +19.4% | +17.6% | +25.8% |
| 1Y | -8.8% | +22.9% | -31.7% | -18.3% |
| 3Y | +44.6% | +11.3% | +33.3% | +33.4% |
| All | +980.0% | -7.3% | +987.3% | +815.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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