-0.8%
CRM vs SBUX
-7.3%
+6.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | -4.4% | -5.5% | +1.0% | -2.6% |
| 30D | +28.1% | -8.5% | +36.6% | +31.7% |
| 3M | +48.8% | -2.9% | +51.7% | +50.0% |
| 6M | +28.3% | -1.5% | +29.8% | +27.8% |
| YTD | -6.0% | +19.4% | -25.4% | -12.9% |
| 1Y | +1.4% | +22.9% | -21.5% | -7.6% |
| 3Y | +11.8% | +11.3% | +0.6% | +3.0% |
| All | -0.8% | -7.3% | +6.5% | -4.1% |
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