+128.3%
SBUX vs CASY
+468.0%
-339.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -14.2% | +12.3% | +2.3% |
| 7D | -6.3% | -16.5% | +10.3% | -1.4% |
| 30D | -3.9% | -26.4% | +22.5% | +4.9% |
| 3M | +3.3% | -17.3% | +20.6% | +7.6% |
| 6M | +1.4% | -5.2% | +6.6% | +0.7% |
| YTD | +21.0% | +14.1% | +6.9% | +12.8% |
| 1Y | +22.4% | +16.6% | +5.8% | +13.1% |
| 3Y | +13.2% | +163.7% | -150.5% | -23.6% |
| 5Y | -5.2% | +231.3% | -236.5% | -42.3% |
| 10Y | +128.3% | +462.9% | -334.5% | +15.8% |
| All | +128.3% | +468.0% | -339.7% | +15.8% |
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