+1,817.6%
SMH vs SBUX
+127.2%
+1,690.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | +0.3% | -5.5% | +5.8% | +3.1% |
| 30D | -2.8% | -8.5% | +5.7% | +1.5% |
| 3M | -6.7% | -2.9% | -3.8% | -6.0% |
| 6M | +41.8% | -1.5% | +43.3% | +41.1% |
| YTD | +57.9% | +19.4% | +38.5% | +41.6% |
| 1Y | +87.6% | +22.9% | +64.7% | +64.3% |
| 3Y | +282.9% | +11.3% | +271.6% | +236.7% |
| 5Y | +330.4% | -6.9% | +337.3% | +310.8% |
| All | +1,817.6% | +127.2% | +1,690.4% | +1,058.6% |
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