+6.1%
CMCSA vs SBUX
+127.2%
-121.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -4.9% | -5.5% | +0.6% | -3.0% |
| 30D | -1.1% | -8.5% | +7.4% | +2.0% |
| 3M | +6.6% | -2.9% | +9.5% | +7.6% |
| 6M | -15.5% | -1.5% | -13.9% | -15.5% |
| YTD | -6.7% | +19.4% | -26.1% | -13.3% |
| 1Y | -15.6% | +22.9% | -38.5% | -22.7% |
| 3Y | -33.7% | +11.3% | -45.0% | -39.5% |
| 5Y | -46.6% | -6.9% | -39.8% | -48.3% |
| All | +6.1% | +127.2% | -121.1% | -29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling