+42,297.2%
SBUX vs CAG
+401.5%
+41,895.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | -3.1% | -3.8% | +0.7% | -2.0% |
| 30D | -0.9% | +3.1% | -4.0% | -1.8% |
| 3M | +11.6% | +23.5% | -11.9% | +4.5% |
| 6M | +8.8% | -14.8% | +23.6% | +13.1% |
| YTD | +26.3% | -5.4% | +31.8% | +26.9% |
| 1Y | +23.1% | -11.8% | +34.9% | +26.1% |
| 3Y | +15.0% | -36.7% | +51.6% | +27.9% |
| 5Y | +0.4% | -40.3% | +40.6% | +12.5% |
| 10Y | +130.7% | -37.0% | +167.7% | +139.1% |
| All | +42,297.2% | +401.5% | +41,895.7% | +24,332.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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