+125.0%
SBUX vs CCL
-42.0%
+167.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -6.2% | -4.3% | -1.9% | -5.3% |
| 30D | -6.4% | -19.0% | +12.5% | -2.2% |
| 3M | +1.0% | -13.1% | +14.1% | +3.8% |
| 6M | -0.4% | -13.3% | +12.9% | +1.5% |
| YTD | +20.0% | -25.2% | +45.2% | +25.7% |
| 1Y | +22.8% | -27.2% | +50.0% | +28.6% |
| 3Y | +12.3% | +49.2% | -36.9% | -2.1% |
| 5Y | -6.4% | +0.4% | -6.8% | -17.4% |
| All | +125.0% | -42.0% | +167.0% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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