+4,437.1%
SNDK vs SBUX
-8.8%
+4,445.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | -6.1% | -5.5% | -0.6% | -1.9% |
| 30D | +21.5% | -8.5% | +30.0% | +30.1% |
| 3M | -13.2% | -2.9% | -10.3% | -12.6% |
| 6M | +149.2% | -1.5% | +150.7% | +145.8% |
| YTD | +588.1% | +19.4% | +568.7% | +451.3% |
| 1Y | +1,837.5% | +22.9% | +1,814.6% | +1,390.1% |
| All | +4,437.1% | -8.8% | +4,445.9% | +5,244.2% |
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