+108.1%
CSCO vs SBUX
+18.0%
+90.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | -0.7% | -3.1% | +2.5% | -0.1% |
| 30D | -10.1% | -0.9% | -9.2% | -10.0% |
| 3M | -15.7% | +11.6% | -27.3% | -17.6% |
| 6M | +36.3% | +8.8% | +27.5% | +33.5% |
| YTD | +43.8% | +26.3% | +17.5% | +36.8% |
| 1Y | +63.9% | +23.1% | +40.8% | +56.4% |
| All | +108.1% | +18.0% | +90.2% | +100.4% |
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