+1,475.7%
SMH vs SBUX
+146.3%
+1,329.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | +4.9% | +1.6% | +3.3% | +4.1% |
| 30D | -13.8% | +14.8% | -28.6% | -19.6% |
| 3M | -17.4% | -0.8% | -16.6% | -17.4% |
| 6M | -15.0% | +2.2% | -17.2% | -16.9% |
| YTD | +35.2% | +29.5% | +5.7% | +16.1% |
| 1Y | +41.6% | +27.0% | +14.6% | +22.4% |
| 3Y | +215.6% | +10.9% | +204.7% | +180.8% |
| 5Y | +233.2% | +7.4% | +225.8% | +195.0% |
| All | +1,475.7% | +146.3% | +1,329.4% | +841.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling