+16,779.8%
COST vs SBUX
+43,306.7%
-26,527.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.2% | -0.7% |
| 7D | -3.1% | -3.1% | 0.0% | -2.4% |
| 30D | -2.8% | -0.9% | -1.9% | -2.6% |
| 3M | -5.7% | +11.6% | -17.3% | -8.3% |
| 6M | -8.8% | +8.8% | -17.5% | -11.0% |
| YTD | +6.7% | +26.3% | -19.7% | +0.2% |
| 1Y | -3.6% | +23.1% | -26.8% | -9.2% |
| 3Y | +75.1% | +15.0% | +60.1% | +62.9% |
| 5Y | +108.9% | +0.4% | +108.5% | +98.8% |
| 10Y | +586.2% | +130.7% | +455.5% | +418.6% |
| All | +16,779.8% | +43,306.7% | -26,527.0% | +4,016.0% |
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