+2,134.4%
CMCSA vs SBUX
+44,125.3%
-41,990.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +1.7% |
| 7D | +3.2% | +1.0% | +2.2% | +2.9% |
| 30D | +19.5% | +14.1% | +5.4% | +15.2% |
| 3M | -2.4% | -1.4% | -1.0% | -2.1% |
| 6M | +3.8% | +1.6% | +2.2% | +3.2% |
| YTD | -5.4% | +28.7% | -34.1% | -12.4% |
| 1Y | +1.1% | +26.3% | -25.2% | -6.0% |
| 3Y | -27.1% | +10.3% | -37.4% | -31.8% |
| 5Y | -40.3% | +6.8% | -47.1% | -44.3% |
| 10Y | +6.0% | +144.8% | -138.9% | -22.2% |
| All | +2,134.4% | +44,125.3% | -41,990.9% | +502.0% |
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