+32.7%
SBUX vs CB
+28.5%
+4.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.3% | +3.9% |
| 7D | +4.8% | -1.5% | +6.3% | +5.3% |
| 30D | +20.6% | +6.5% | +14.1% | +19.1% |
| 3M | +4.3% | +4.1% | +0.2% | +3.3% |
| 6M | +5.5% | +14.4% | -8.9% | +2.1% |
| YTD | +32.3% | +17.5% | +14.8% | +26.5% |
| All | +32.7% | +28.5% | +4.2% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling