+154.6%
SBUX vs CB
+246.9%
-92.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.3% |
| 7D | +4.9% | +0.7% | +4.2% | +4.6% |
| 30D | +21.2% | +8.2% | +13.0% | +16.9% |
| 3M | +5.7% | +6.3% | -0.6% | +2.7% |
| 6M | +6.0% | +16.2% | -10.2% | -1.6% |
| YTD | +32.9% | +19.3% | +13.6% | +21.5% |
| 1Y | +33.3% | +29.2% | +4.1% | +17.2% |
| 3Y | +13.0% | +71.4% | -58.4% | -15.4% |
| 5Y | +8.8% | +104.2% | -95.4% | -26.8% |
| 10Y | +154.6% | +246.7% | -92.0% | +23.5% |
| All | +154.6% | +246.9% | -92.3% | +23.5% |
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