+1,914.6%
CLS vs SBUX
+146.3%
+1,768.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.3% |
| 7D | +16.3% | +1.6% | +14.7% | +15.5% |
| 30D | -25.7% | +14.8% | -40.5% | -30.6% |
| 3M | -30.9% | -0.8% | -30.1% | -31.2% |
| 6M | -35.5% | +2.2% | -37.7% | -37.3% |
| YTD | -18.7% | +29.5% | -48.2% | -29.9% |
| 1Y | -17.9% | +27.0% | -44.9% | -29.0% |
| 3Y | +838.1% | +10.9% | +827.2% | +743.5% |
| 5Y | +1,971.9% | +7.4% | +1,964.5% | +1,747.6% |
| All | +1,914.6% | +146.3% | +1,768.3% | +1,219.7% |
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