+4,344.1%
SMCI vs SBUX
+763.8%
+3,580.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.4% |
| 7D | +5.2% | -6.3% | +11.5% | +8.5% |
| 30D | +23.7% | -3.9% | +27.6% | +26.0% |
| 3M | -4.2% | +3.3% | -7.5% | -6.5% |
| 6M | +21.7% | +1.4% | +20.3% | +19.6% |
| YTD | +33.0% | +21.0% | +12.0% | +20.2% |
| 1Y | -9.3% | +22.4% | -31.7% | -19.6% |
| 3Y | +38.7% | +13.2% | +25.5% | +24.1% |
| 5Y | +967.2% | -5.2% | +972.3% | +910.1% |
| 10Y | +1,745.9% | +128.3% | +1,617.6% | +972.3% |
| All | +4,344.1% | +763.8% | +3,580.3% | +894.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling