+1,126.0%
CAT vs SBUX
+125.6%
+1,000.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.9% |
| 7D | +5.6% | -3.9% | +9.5% | +7.1% |
| 30D | -2.3% | -2.8% | +0.5% | -1.3% |
| 3M | -10.0% | +8.2% | -18.2% | -13.1% |
| 6M | +21.2% | +4.3% | +17.0% | +18.3% |
| YTD | +44.4% | +23.3% | +21.1% | +31.9% |
| 1Y | +96.3% | +24.3% | +72.0% | +77.7% |
| 3Y | +203.9% | +15.5% | +188.5% | +173.2% |
| 5Y | +333.5% | -2.7% | +336.2% | +313.0% |
| 10Y | +1,126.0% | +128.8% | +997.2% | +653.5% |
| All | +1,126.0% | +125.6% | +1,000.5% | +653.5% |
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 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