+4,297.9%
CVX vs SBUX
+43,306.7%
-39,008.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.1% |
| 7D | +3.3% | -3.1% | +6.5% | +3.9% |
| 30D | +12.9% | -0.9% | +13.8% | +13.0% |
| 3M | +11.7% | +11.6% | +0.1% | +9.3% |
| 6M | +14.1% | +8.8% | +5.4% | +11.9% |
| YTD | +40.7% | +26.3% | +14.4% | +33.9% |
| 1Y | +37.5% | +23.1% | +14.4% | +31.1% |
| 3Y | +43.9% | +15.0% | +29.0% | +36.5% |
| 5Y | +161.5% | +0.4% | +161.1% | +151.0% |
| 10Y | +215.1% | +130.7% | +84.4% | +161.9% |
| All | +4,297.9% | +43,306.7% | -39,008.8% | +2,226.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling