+8.9%
CRCL vs SBUX
+15.6%
-6.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | -11.2% | -5.5% | -5.7% | -8.1% |
| 30D | +27.1% | -8.5% | +35.6% | +33.5% |
| 3M | +9.6% | -2.9% | +12.6% | +10.3% |
| 6M | -19.7% | -1.5% | -18.2% | -20.4% |
| YTD | +14.2% | +19.4% | -5.1% | -2.6% |
| 1Y | -32.2% | +22.9% | -55.2% | -44.3% |
| All | +8.9% | +15.6% | -6.7% | -15.4% |
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