+1,753.0%
CLS vs SBUX
+148.5%
+1,604.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +3.8% | +4.0% | +6.1% |
| 7D | -10.6% | +4.8% | -15.4% | -12.5% |
| 30D | -38.4% | +20.6% | -59.0% | -43.9% |
| 3M | -29.9% | +4.3% | -34.1% | -31.7% |
| 6M | -40.6% | +5.5% | -46.2% | -43.1% |
| YTD | -24.6% | +32.3% | -56.9% | -35.6% |
| 1Y | -30.8% | +31.2% | -62.0% | -41.0% |
| 3Y | +811.7% | +14.8% | +796.9% | +706.6% |
| 5Y | +1,838.4% | +8.0% | +1,830.5% | +1,628.8% |
| All | +1,753.0% | +148.5% | +1,604.6% | +1,101.6% |
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 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