+88.8%
CSCO vs SBUX
+1.8%
+87.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -1.8% |
| 7D | -10.2% | +1.7% | -11.9% | -10.5% |
| 30D | -20.1% | +12.6% | -32.7% | -22.4% |
| 3M | -22.1% | +0.8% | -22.9% | -22.3% |
| 6M | +3.2% | +0.2% | +3.0% | +2.8% |
| YTD | +24.1% | +27.4% | -3.4% | +15.6% |
| 1Y | +34.6% | +31.5% | +3.1% | +24.1% |
| 3Y | +90.0% | +9.3% | +80.7% | +82.8% |
| All | +88.8% | +1.8% | +87.0% | +85.6% |
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