+3,038.3%
CLS vs SBUX
+125.1%
+2,913.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +2.0% |
| 7D | +20.1% | -6.3% | +26.4% | +23.6% |
| 30D | +6.0% | -3.9% | +9.9% | +7.8% |
| 3M | -10.3% | +3.3% | -13.6% | -12.4% |
| 6M | +24.5% | +1.4% | +23.1% | +22.0% |
| YTD | +12.9% | +21.0% | -8.1% | +1.1% |
| 1Y | +36.7% | +22.4% | +14.3% | +20.4% |
| 3Y | +1,328.1% | +13.2% | +1,314.9% | +1,167.2% |
| 5Y | +3,682.3% | -5.2% | +3,687.5% | +3,513.6% |
| 10Y | +3,038.3% | +128.3% | +2,909.9% | +2,022.5% |
| All | +3,038.3% | +125.1% | +2,913.2% | +2,022.5% |
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