+36.7%
CLS vs SBUX
+21.8%
+14.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.2% |
| 7D | +20.1% | -6.3% | +26.4% | +20.5% |
| 30D | +6.0% | -3.9% | +9.9% | +6.2% |
| 3M | -10.3% | +3.3% | -13.6% | -11.0% |
| 6M | +24.5% | +1.4% | +23.1% | +22.1% |
| YTD | +12.9% | +21.0% | -8.1% | +12.3% |
| 1Y | +36.7% | +22.4% | +14.3% | +31.1% |
| All | +36.7% | +21.8% | +14.8% | +31.1% |
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