+40,166.6%
SBUX vs CDE
-87.4%
+40,254.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -6.2% | -6.1% | -0.2% | -5.9% |
| 30D | -6.4% | +9.5% | -15.9% | -6.9% |
| 3M | +1.0% | +32.0% | -30.9% | -0.7% |
| 6M | -0.4% | -12.8% | +12.4% | -0.4% |
| YTD | +20.0% | +14.2% | +5.8% | +18.1% |
| 1Y | +22.8% | +36.3% | -13.5% | +19.2% |
| 3Y | +12.3% | +821.4% | -809.1% | -2.7% |
| 5Y | -6.4% | +194.3% | -200.7% | -15.9% |
| 10Y | +126.5% | +53.2% | +73.3% | +98.8% |
| All | +40,166.6% | -87.4% | +40,254.0% | +35,431.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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