+3,231.7%
CLS vs SBUX
+4,139.7%
-908.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.3% |
| 7D | +4.6% | -3.1% | +7.7% | +5.8% |
| 30D | -13.9% | -0.9% | -13.0% | -13.6% |
| 3M | -26.6% | +11.6% | -38.2% | -30.2% |
| 6M | +15.4% | +8.8% | +6.6% | +10.5% |
| YTD | +5.7% | +26.3% | -20.6% | -4.9% |
| 1Y | +41.1% | +23.1% | +18.0% | +27.3% |
| 3Y | +1,228.6% | +15.0% | +1,213.6% | +1,100.6% |
| 5Y | +3,240.6% | +0.4% | +3,240.3% | +3,044.1% |
| 10Y | +2,760.3% | +130.7% | +2,629.7% | +1,832.6% |
| All | +3,231.7% | +4,139.7% | -908.0% | +530.4% |
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 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