+42,678.7%
SBUX vs CASY
+26,109.6%
+16,569.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +1.7% | +1.1% | +0.6% | +1.3% |
| 30D | +12.6% | +8.7% | +3.9% | +10.0% |
| 3M | +0.8% | -17.3% | +18.1% | +5.7% |
| 6M | +0.2% | -19.7% | +19.9% | +4.9% |
| YTD | +27.4% | +24.8% | +2.6% | +17.4% |
| 1Y | +31.5% | +31.9% | -0.4% | +19.0% |
| 3Y | +9.3% | +155.4% | -146.1% | -19.7% |
| 5Y | +1.5% | +250.6% | -249.1% | -32.6% |
| 10Y | +147.9% | +556.8% | -408.9% | +34.4% |
| All | +42,678.7% | +26,109.6% | +16,569.1% | +8,085.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling