+104.7%
COST vs SBUX
-6.4%
+111.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -2.5% | -6.2% | +3.7% | -1.1% |
| 30D | -4.4% | -6.4% | +2.0% | -3.1% |
| 3M | -8.1% | +1.0% | -9.1% | -8.4% |
| 6M | -9.2% | -0.4% | -8.9% | -9.5% |
| YTD | +5.1% | +20.0% | -14.9% | +0.3% |
| 1Y | -5.1% | +22.8% | -27.9% | -10.2% |
| 3Y | +70.4% | +12.3% | +58.1% | +61.8% |
| 5Y | +104.7% | -6.4% | +111.1% | +99.2% |
| All | +104.7% | -6.4% | +111.1% | +99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling