+1,298.9%
COHR vs SBUX
+127.2%
+1,171.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.4% |
| 7D | +8.3% | -5.5% | +13.8% | +11.5% |
| 30D | -14.1% | -8.5% | -5.7% | -10.1% |
| 3M | -16.0% | -2.9% | -13.1% | -15.2% |
| 6M | +21.5% | -1.5% | +23.0% | +20.7% |
| YTD | +65.4% | +19.4% | +46.1% | +47.1% |
| 1Y | +195.0% | +22.9% | +172.1% | +155.2% |
| 3Y | +830.2% | +11.3% | +818.9% | +730.7% |
| 5Y | +397.1% | -6.9% | +404.0% | +382.8% |
| All | +1,298.9% | +127.2% | +1,171.7% | +745.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling