+324.2%
SMH vs SBUX
-6.4%
+330.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +1.4% | -6.2% | +7.6% | +4.3% |
| 30D | -2.2% | -6.4% | +4.2% | +0.6% |
| 3M | -1.9% | +1.0% | -2.9% | -2.9% |
| 6M | +41.0% | -0.4% | +41.4% | +39.7% |
| YTD | +55.6% | +20.0% | +35.6% | +40.7% |
| 1Y | +86.8% | +22.8% | +64.1% | +65.8% |
| 3Y | +277.7% | +12.3% | +265.4% | +239.5% |
| 5Y | +324.2% | -6.4% | +330.6% | +294.8% |
| All | +324.2% | -6.4% | +330.6% | +294.8% |
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