+8.9%
CAT vs SBUX
+38.6%
-29.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.7% | -9.9% | -5.7% |
| 7D | -17.1% | +6.3% | -23.4% | -17.7% |
| 30D | -30.1% | +16.2% | -46.3% | -31.6% |
| 3M | -32.4% | +5.1% | -37.5% | -32.7% |
| 6M | -32.1% | +5.7% | -37.8% | -32.4% |
| YTD | +4.1% | +32.6% | -28.5% | -3.3% |
| 1Y | +8.9% | +41.3% | -32.4% | -1.5% |
| All | +8.9% | +38.6% | -29.7% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling