+145.4%
SBUX vs CB
+246.5%
-101.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.6% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | +16.6% | +7.4% | +9.2% | +12.8% |
| 3M | -0.6% | +8.6% | -9.2% | -4.3% |
| 6M | +1.8% | +16.1% | -14.3% | -5.5% |
| YTD | +29.7% | +20.2% | +9.5% | +18.1% |
| 1Y | +26.1% | +27.2% | -1.1% | +11.6% |
| 3Y | +10.3% | +72.7% | -62.4% | -17.8% |
| 5Y | +7.6% | +105.9% | -98.3% | -27.9% |
| All | +145.4% | +246.5% | -101.1% | +18.8% |
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