+44,521.2%
SBUX vs CASY
+26,522.7%
+17,998.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | +0.2% |
| 7D | +4.9% | +5.0% | 0.0% | +3.5% |
| 30D | +21.2% | +8.2% | +13.0% | +18.5% |
| 3M | +5.7% | -18.2% | +23.8% | +11.1% |
| 6M | +6.0% | -18.6% | +24.6% | +10.5% |
| YTD | +32.9% | +26.8% | +6.1% | +21.9% |
| 1Y | +33.3% | +31.6% | +1.7% | +20.8% |
| 3Y | +13.0% | +156.5% | -143.5% | -17.0% |
| 5Y | +8.8% | +258.6% | -249.8% | -28.2% |
| 10Y | +154.6% | +550.3% | -395.6% | +38.4% |
| All | +44,521.2% | +26,522.7% | +17,998.4% | +8,401.2% |
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