+163,055.0%
COHR vs SBUX
+41,125.4%
+121,929.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.2% |
| 7D | +10.9% | -6.2% | +17.1% | +12.8% |
| 30D | -10.8% | -6.4% | -4.3% | -9.1% |
| 3M | -17.4% | +1.0% | -18.4% | -17.8% |
| 6M | +12.5% | -0.4% | +12.9% | +11.9% |
| YTD | +58.8% | +20.0% | +38.9% | +49.8% |
| 1Y | +183.3% | +22.8% | +160.5% | +164.3% |
| 3Y | +783.0% | +12.3% | +770.7% | +738.9% |
| 5Y | +377.2% | -6.4% | +383.6% | +374.4% |
| 10Y | +1,261.0% | +126.5% | +1,134.6% | +992.5% |
| All | +163,055.0% | +41,125.4% | +121,929.6% | +89,364.6% |
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