+324.2%
CSCO vs SBUX
+149.6%
+174.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -4.7% | +4.9% | -9.6% | -6.3% |
| 30D | -17.1% | +21.2% | -38.3% | -22.8% |
| 3M | -19.6% | +5.7% | -25.3% | -21.4% |
| 6M | +2.4% | +6.0% | -3.6% | -0.4% |
| YTD | +29.8% | +32.9% | -3.2% | +15.3% |
| 1Y | +38.7% | +33.3% | +5.4% | +22.7% |
| 3Y | +101.3% | +13.0% | +88.3% | +83.7% |
| 5Y | +94.8% | +8.8% | +86.0% | +76.7% |
| 10Y | +324.2% | +154.6% | +169.6% | +154.9% |
| All | +324.2% | +149.6% | +174.6% | +154.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling