+1.8%
CMCSA vs SBUX
+38.6%
-36.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.7% | +0.3% | +3.8% |
| 7D | +15.2% | +6.3% | +8.9% | +13.5% |
| 30D | +17.0% | +16.2% | +0.8% | +13.0% |
| 3M | +1.2% | +5.1% | -3.9% | -0.4% |
| 6M | -5.5% | +5.7% | -11.2% | -7.2% |
| YTD | -6.5% | +32.6% | -39.2% | -13.4% |
| 1Y | +1.8% | +41.3% | -39.5% | -9.1% |
| All | +1.8% | +38.6% | -36.8% | -9.1% |
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