+39,971.8%
SBUX vs CAH
+7,567.1%
+32,404.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -5.5% | -5.1% | -0.4% | -4.1% |
| 30D | -8.5% | +0.2% | -8.6% | -8.6% |
| 3M | -2.9% | +6.3% | -9.2% | -4.8% |
| 6M | -1.5% | +9.4% | -10.9% | -4.4% |
| YTD | +19.4% | +15.0% | +4.4% | +13.7% |
| 1Y | +22.9% | +55.4% | -32.5% | +6.5% |
| 3Y | +11.3% | +173.8% | -162.5% | -19.3% |
| 5Y | -6.9% | +395.2% | -402.0% | -43.8% |
| 10Y | +125.4% | +293.2% | -167.8% | +36.4% |
| All | +39,971.8% | +7,567.1% | +32,404.7% | +13,450.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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