-18.4%
SNOW vs SBUX
+8.8%
-27.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | +3.7% | +0.2% | +3.5% | +3.7% |
| 30D | -16.4% | +19.1% | -35.5% | -24.1% |
| 3M | -9.9% | +3.6% | -13.5% | -12.0% |
| 6M | +98.8% | +5.1% | +93.7% | +91.1% |
| YTD | +37.3% | +32.9% | +4.5% | +13.3% |
| 1Y | +11.0% | +30.4% | -19.4% | -7.6% |
| 3Y | +87.8% | +13.0% | +74.8% | +68.6% |
| 5Y | -18.4% | +10.5% | -28.9% | -27.0% |
| All | -18.4% | +8.8% | -27.2% | -27.0% |
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