+145.4%
SBUX vs CASY
+550.0%
-404.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.1% |
| 7D | +1.0% | +2.5% | -1.4% | +0.3% |
| 30D | +16.6% | +10.2% | +6.4% | +13.2% |
| 3M | -0.6% | -15.7% | +15.1% | +4.1% |
| 6M | +1.8% | -18.4% | +20.2% | +6.6% |
| YTD | +29.7% | +28.3% | +1.4% | +16.7% |
| 1Y | +26.1% | +32.6% | -6.5% | +11.9% |
| 3Y | +10.3% | +159.5% | -149.3% | -24.3% |
| 5Y | +7.6% | +263.9% | -256.3% | -36.2% |
| All | +145.4% | +550.0% | -404.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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