+148.7%
SBUX vs CB
+246.2%
-97.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.3% | +4.0% |
| 7D | +4.8% | -1.5% | +6.3% | +5.6% |
| 30D | +20.6% | +6.5% | +14.1% | +17.2% |
| 3M | +4.3% | +4.1% | +0.2% | +2.3% |
| 6M | +5.5% | +14.4% | -8.9% | -1.3% |
| YTD | +32.3% | +17.5% | +14.8% | +21.8% |
| 1Y | +31.2% | +27.5% | +3.6% | +16.0% |
| 3Y | +14.8% | +71.6% | -56.8% | -14.2% |
| 5Y | +8.0% | +100.6% | -92.7% | -26.7% |
| 10Y | +148.7% | +243.0% | -94.2% | +21.9% |
| All | +148.7% | +246.2% | -97.4% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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