+32.8%
SNOW vs SBUX
+35.9%
-3.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.3% | -4.1% | -4.7% |
| 7D | +2.8% | -3.1% | +5.9% | +4.5% |
| 30D | +6.4% | -0.9% | +7.3% | +6.8% |
| 3M | +38.1% | +11.6% | +26.5% | +29.6% |
| 6M | +100.4% | +8.8% | +91.6% | +88.3% |
| YTD | +53.7% | +26.3% | +27.4% | +31.9% |
| 1Y | +52.0% | +23.1% | +28.8% | +31.2% |
| 3Y | +114.7% | +15.0% | +99.7% | +84.6% |
| 5Y | +8.8% | +0.4% | +8.4% | -8.9% |
| All | +32.8% | +35.9% | -3.1% | -0.6% |
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