+126.1%
CVX vs SBUX
+8.8%
+117.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -6.2% | +4.9% | -11.2% | -6.9% |
| 30D | -0.4% | +21.2% | -21.5% | -3.2% |
| 3M | +9.3% | +5.7% | +3.6% | +8.3% |
| 6M | +18.4% | +6.0% | +12.4% | +17.1% |
| YTD | +42.5% | +32.9% | +9.5% | +35.3% |
| 1Y | +41.0% | +33.3% | +7.8% | +33.7% |
| 3Y | +67.5% | +13.0% | +54.5% | +62.8% |
| All | +126.1% | +8.8% | +117.3% | +119.9% |
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 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