+335.7%
CSCO vs SBUX
+146.7%
+189.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +2.1% |
| 7D | +6.6% | +1.0% | +5.5% | +6.2% |
| 30D | -11.3% | +16.6% | -27.9% | -16.2% |
| 3M | -17.3% | -0.6% | -16.8% | -17.4% |
| 6M | +3.5% | +1.8% | +1.7% | +2.2% |
| YTD | +34.9% | +29.7% | +5.2% | +20.9% |
| 1Y | +40.5% | +26.1% | +14.4% | +27.0% |
| 3Y | +109.3% | +10.3% | +99.0% | +92.6% |
| 5Y | +105.9% | +7.6% | +98.3% | +87.0% |
| All | +335.7% | +146.7% | +189.0% | +164.3% |
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