+3,542.1%
CLS vs SBUX
-1.1%
+3,543.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.4% | +8.0% | +6.6% |
| 7D | +12.8% | -3.9% | +16.7% | +14.5% |
| 30D | +3.8% | -2.8% | +6.6% | +4.9% |
| 3M | -14.6% | +8.2% | -22.8% | -18.0% |
| 6M | +32.2% | +4.3% | +28.0% | +28.5% |
| YTD | +11.6% | +23.3% | -11.7% | +0.6% |
| 1Y | +35.1% | +24.3% | +10.8% | +20.2% |
| 3Y | +1,312.5% | +15.5% | +1,297.1% | +1,186.0% |
| 5Y | +3,542.1% | -2.7% | +3,544.8% | +3,584.1% |
| All | +3,542.1% | -1.1% | +3,543.1% | +3,584.1% |
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 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