+2,216.5%
CMCSA vs SBUX
+43,306.7%
-41,090.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | -2.1% | -3.1% | +1.0% | -1.2% |
| 30D | +7.0% | -0.9% | +7.9% | +7.3% |
| 3M | +15.1% | +11.6% | +3.5% | +11.5% |
| 6M | -15.4% | +8.8% | -24.1% | -17.7% |
| YTD | -1.9% | +26.3% | -28.2% | -8.7% |
| 1Y | -12.7% | +23.1% | -35.8% | -18.4% |
| 3Y | -31.0% | +15.0% | -46.0% | -36.2% |
| 5Y | -46.1% | +0.4% | -46.5% | -48.9% |
| 10Y | +10.8% | +130.7% | -119.8% | -17.3% |
| All | +2,216.5% | +43,306.7% | -41,090.2% | +527.6% |
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