-44.5%
CMCSA vs SBUX
-2.7%
-41.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | 0.0% |
| 7D | +0.1% | -3.9% | +4.0% | +1.1% |
| 30D | +3.8% | -2.8% | +6.7% | +4.5% |
| 3M | +12.3% | +8.2% | +4.1% | +10.0% |
| 6M | -15.4% | +4.3% | -19.6% | -16.6% |
| YTD | -2.5% | +23.3% | -25.8% | -8.2% |
| 1Y | -13.4% | +24.3% | -37.7% | -18.8% |
| 3Y | -30.4% | +15.5% | -45.8% | -34.8% |
| All | -44.5% | -2.7% | -41.8% | -46.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling