+2,277.8%
CLS vs SBUX
+4,341.4%
-2,063.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +3.8% | +4.0% | +6.3% |
| 7D | -10.6% | +4.8% | -15.4% | -12.2% |
| 30D | -38.4% | +20.6% | -59.0% | -43.1% |
| 3M | -29.9% | +4.3% | -34.1% | -31.5% |
| 6M | -40.6% | +5.5% | -46.2% | -42.8% |
| YTD | -24.6% | +32.3% | -56.9% | -33.7% |
| 1Y | -30.8% | +31.2% | -62.0% | -39.3% |
| 3Y | +811.7% | +14.8% | +796.9% | +720.5% |
| 5Y | +1,838.4% | +8.0% | +1,830.5% | +1,663.3% |
| 10Y | +1,751.5% | +148.7% | +1,602.7% | +1,108.2% |
| All | +2,277.8% | +4,341.4% | -2,063.6% | +339.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling