+1,269.2%
SMH vs SBUX
+2,948.2%
-1,679.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.5% | +2.3% |
| 7D | +5.2% | -3.9% | +9.1% | +7.2% |
| 30D | -1.5% | -2.8% | +1.3% | -0.3% |
| 3M | -4.1% | +8.2% | -12.3% | -8.2% |
| 6M | +50.8% | +4.3% | +46.5% | +46.1% |
| YTD | +59.3% | +23.3% | +36.0% | +41.8% |
| 1Y | +94.1% | +24.3% | +69.8% | +70.8% |
| 3Y | +286.7% | +15.5% | +271.3% | +236.8% |
| 5Y | +339.4% | -2.7% | +342.1% | +313.2% |
| 10Y | +1,803.3% | +128.8% | +1,674.4% | +1,055.1% |
| All | +1,269.2% | +2,948.2% | -1,679.0% | +86.7% |
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 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