+15.5%
SBUX vs CB
+70.7%
-55.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -0.9% | -2.1% |
| 7D | -3.9% | -0.6% | -3.3% | -3.8% |
| 30D | -2.8% | -3.9% | +1.1% | -2.0% |
| 3M | +8.2% | +4.9% | +3.3% | +6.8% |
| 6M | +4.3% | +3.3% | +1.0% | +3.2% |
| YTD | +23.3% | +8.5% | +14.8% | +20.7% |
| 1Y | +24.3% | +22.1% | +2.2% | +18.2% |
| 3Y | +15.5% | +70.1% | -54.7% | +1.0% |
| All | +15.5% | +70.7% | -55.2% | +1.0% |
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 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