+172.2%
CVX vs SBUX
-4.5%
+176.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.2% |
| 7D | +1.0% | -6.3% | +7.2% | +1.9% |
| 30D | +10.7% | -3.9% | +14.5% | +11.2% |
| 3M | +15.5% | +3.3% | +12.2% | +14.8% |
| 6M | +14.9% | +1.4% | +13.5% | +14.3% |
| YTD | +44.2% | +21.0% | +23.2% | +39.1% |
| 1Y | +43.5% | +22.4% | +21.1% | +37.8% |
| 3Y | +45.0% | +13.2% | +31.7% | +40.1% |
| 5Y | +172.2% | -5.2% | +177.3% | +170.1% |
| All | +172.2% | -4.5% | +176.7% | +170.1% |
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