+29.8%
SNOW vs SBUX
+29.1%
+0.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.1% |
| 7D | -7.5% | -6.2% | -1.3% | -4.3% |
| 30D | -1.3% | -6.4% | +5.1% | +2.1% |
| 3M | +37.4% | +1.0% | +36.4% | +36.1% |
| 6M | +88.1% | -0.4% | +88.5% | +85.4% |
| YTD | +50.3% | +20.0% | +30.3% | +32.5% |
| 1Y | +46.0% | +22.8% | +23.2% | +25.8% |
| 3Y | +98.7% | +12.3% | +86.4% | +71.2% |
| 5Y | +3.5% | -6.4% | +9.9% | -10.2% |
| All | +29.8% | +29.1% | +0.8% | -0.1% |
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