+1,763.7%
CLS vs SBUX
+1.8%
+1,761.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | -22.2% | +1.7% | -23.8% | -22.7% |
| 30D | -44.4% | +12.6% | -57.0% | -47.1% |
| 3M | -34.3% | +0.8% | -35.1% | -34.8% |
| 6M | -50.1% | +0.2% | -50.2% | -50.7% |
| YTD | -30.1% | +27.4% | -57.5% | -37.9% |
| 1Y | -39.3% | +31.5% | -70.8% | -47.3% |
| 3Y | +732.7% | +9.3% | +723.5% | +684.7% |
| All | +1,763.7% | +1.8% | +1,761.8% | +1,690.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling