+68.0%
COST vs SBUX
+11.9%
+56.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -2.5% | -6.2% | +3.7% | -1.7% |
| 30D | -4.4% | -6.4% | +2.0% | -3.7% |
| 3M | -8.1% | +1.0% | -9.1% | -8.2% |
| 6M | -9.2% | -0.4% | -8.9% | -9.3% |
| YTD | +5.1% | +20.0% | -14.9% | +2.6% |
| 1Y | -5.1% | +22.8% | -27.9% | -7.7% |
| All | +68.0% | +11.9% | +56.2% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling