+9.3%
SBUX vs CB
+71.5%
-62.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.3% |
| 7D | +1.7% | +0.2% | +1.4% | +1.6% |
| 30D | +12.6% | +9.1% | +3.6% | +10.5% |
| 3M | +0.8% | +3.4% | -2.6% | 0.0% |
| 6M | +0.2% | +14.1% | -13.9% | -2.9% |
| YTD | +27.4% | +18.0% | +9.4% | +22.3% |
| 1Y | +31.5% | +30.1% | +1.3% | +23.4% |
| 3Y | +9.3% | +71.8% | -62.5% | -4.3% |
| All | +9.3% | +71.5% | -62.2% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling