+42,297.2%
SBUX vs CCL
+479.1%
+41,818.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -3.1% | -5.0% | +1.9% | -1.7% |
| 30D | -0.9% | -20.3% | +19.5% | +5.9% |
| 3M | +11.6% | -15.1% | +26.8% | +16.4% |
| 6M | +8.8% | -15.1% | +23.9% | +12.2% |
| YTD | +26.3% | -21.8% | +48.1% | +32.6% |
| 1Y | +23.1% | -24.8% | +47.9% | +29.8% |
| 3Y | +15.0% | +51.9% | -36.9% | -6.5% |
| 5Y | +0.4% | +4.0% | -3.7% | -18.0% |
| 10Y | +130.7% | -42.2% | +172.9% | +75.5% |
| All | +42,297.2% | +479.1% | +41,818.1% | +11,336.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling