+11.9%
COST vs SBUX
+38.6%
-26.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -2.0% | +1.9% |
| 7D | +6.6% | +6.3% | +0.3% | +5.5% |
| 30D | +13.5% | +16.2% | -2.7% | +10.7% |
| 3M | +10.6% | +5.1% | +5.5% | +9.4% |
| 6M | +3.6% | +5.7% | -2.1% | +2.5% |
| YTD | +22.1% | +32.6% | -10.6% | +15.7% |
| 1Y | +11.9% | +41.3% | -29.4% | +5.2% |
| All | +11.9% | +38.6% | -26.7% | +5.2% |
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