+45.9%
CSCO vs SBUX
+38.6%
+7.3%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.1% | +0.2% |
| 7D | -6.1% | +6.3% | -12.4% | -6.5% |
| 30D | -8.2% | +16.2% | -24.3% | -9.2% |
| 3M | -14.6% | +5.1% | -19.7% | -14.5% |
| 6M | +12.7% | +5.7% | +7.0% | +13.1% |
| YTD | +37.0% | +32.6% | +4.4% | +34.0% |
| 1Y | +45.9% | +41.3% | +4.6% | +42.0% |
| All | +45.9% | +38.6% | +7.3% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling