-30.7%
CMCSA vs SBUX
+15.0%
-45.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | +0.1% | -3.9% | +4.0% | +0.8% |
| 30D | +3.8% | -2.8% | +6.7% | +4.3% |
| 3M | +12.3% | +8.2% | +4.1% | +10.8% |
| 6M | -15.4% | +4.3% | -19.6% | -16.2% |
| YTD | -2.5% | +23.3% | -25.8% | -6.5% |
| 1Y | -13.4% | +24.3% | -37.7% | -17.2% |
| All | -30.7% | +15.0% | -45.7% | -32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling