-7.1%
CMG vs SBUX
+21.6%
-28.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | -2.1% | -5.5% | +3.4% | +1.0% |
| 30D | +10.9% | -8.5% | +19.4% | +16.3% |
| 3M | +15.8% | -2.9% | +18.7% | +17.6% |
| 6M | +6.9% | -1.5% | +8.5% | +7.5% |
| YTD | -2.2% | +19.4% | -21.5% | -11.3% |
| 1Y | -7.1% | +22.9% | -30.0% | -17.3% |
| All | -7.1% | +21.6% | -28.7% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling