+1.6%
SBUX vs CASY
+276.6%
-275.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -0.9% | -11.3% | +10.5% | +1.8% |
| 3M | +11.6% | -0.6% | +12.3% | +10.7% |
| 6M | +8.8% | +10.7% | -1.9% | +4.5% |
| YTD | +26.3% | +37.1% | -10.8% | +14.6% |
| 1Y | +23.1% | +52.3% | -29.2% | +8.3% |
| 3Y | +15.0% | +215.2% | -200.2% | -20.5% |
| All | +1.6% | +276.6% | -275.1% | -38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling