+177.9%
KO vs SBUX
+128.3%
+49.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | -1.1% | -6.2% | +5.1% | +0.4% |
| 30D | +1.6% | -6.4% | +8.0% | +3.1% |
| 3M | +5.8% | +1.0% | +4.7% | +5.4% |
| 6M | +14.3% | -0.4% | +14.7% | +14.0% |
| YTD | +27.3% | +20.0% | +7.3% | +21.3% |
| 1Y | +33.2% | +22.8% | +10.4% | +25.8% |
| 3Y | +64.5% | +12.3% | +52.2% | +53.7% |
| 5Y | +83.1% | -6.4% | +89.5% | +78.9% |
| All | +177.9% | +128.3% | +49.6% | +104.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling