+81.6%
KO vs SBUX
-6.8%
+88.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | -1.1% | -6.2% | +5.1% | -0.3% |
| 30D | +1.6% | -6.4% | +8.0% | +2.4% |
| 3M | +5.8% | +1.0% | +4.7% | +5.6% |
| 6M | +14.3% | -0.4% | +14.7% | +14.2% |
| YTD | +27.3% | +20.0% | +7.3% | +24.2% |
| 1Y | +33.2% | +22.8% | +10.4% | +29.4% |
| 3Y | +64.5% | +12.3% | +52.2% | +59.7% |
| All | +81.6% | -6.8% | +88.4% | +77.6% |
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