+42,297.2%
SBUX vs CASY
+28,690.9%
+13,606.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.4% |
| 3M | +11.6% | -0.6% | +12.3% | +10.6% |
| 6M | +8.8% | +10.7% | -1.9% | +4.3% |
| YTD | +26.3% | +37.1% | -10.8% | +13.9% |
| 1Y | +23.1% | +52.3% | -29.2% | +7.5% |
| 3Y | +15.0% | +215.2% | -200.2% | -20.2% |
| 5Y | +0.4% | +276.5% | -276.1% | -34.5% |
| 10Y | +130.7% | +508.4% | -377.7% | +28.0% |
| All | +42,297.2% | +28,690.9% | +13,606.3% | +7,839.4% |
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