+143.9%
CAT vs SBUX
+10.5%
+133.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | -10.3% | +1.7% | -12.0% | -10.6% |
| 30D | -31.2% | +12.6% | -43.8% | -33.1% |
| 3M | -34.7% | +0.8% | -35.5% | -34.8% |
| 6M | -39.5% | +0.2% | -39.7% | -39.7% |
| YTD | -1.7% | +27.4% | -29.1% | -7.9% |
| 1Y | -1.1% | +31.5% | -32.6% | -8.3% |
| 3Y | +143.9% | +9.3% | +134.6% | +141.6% |
| All | +143.9% | +10.5% | +133.4% | +141.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling