+3.6%
SNOW vs SBUX
-4.5%
+8.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.1% |
| 7D | +8.4% | -6.3% | +14.6% | +12.2% |
| 30D | -1.0% | -3.9% | +2.9% | +1.0% |
| 3M | +38.3% | +3.3% | +35.0% | +35.3% |
| 6M | +81.3% | +1.4% | +79.9% | +76.7% |
| YTD | +51.1% | +21.0% | +30.2% | +32.1% |
| 1Y | +47.0% | +22.4% | +24.5% | +26.3% |
| 3Y | +99.7% | +13.2% | +86.5% | +70.6% |
| 5Y | +3.6% | -5.2% | +8.8% | -10.4% |
| All | +3.6% | -4.5% | +8.1% | -10.4% |
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