+6.5%
CAT vs SBUX
+25.5%
-19.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | +9.3% | +1.0% | +8.3% | +9.1% |
| 30D | -21.5% | +16.6% | -38.1% | -23.4% |
| 3M | -29.1% | -0.6% | -28.5% | -28.8% |
| 6M | -33.4% | +1.8% | -35.2% | -33.1% |
| YTD | +6.6% | +29.7% | -23.1% | -1.3% |
| 1Y | +6.5% | +26.1% | -19.5% | -0.8% |
| All | +6.5% | +25.5% | -19.0% | -0.8% |
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