+148.7%
SBUX vs CF
+546.3%
-397.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +4.8% | -0.9% | +5.7% | +4.9% |
| 30D | +20.6% | +6.9% | +13.7% | +18.9% |
| 3M | +4.3% | +4.8% | -0.6% | +2.8% |
| 6M | +5.5% | +4.7% | +0.8% | +3.7% |
| YTD | +32.3% | +56.5% | -24.2% | +18.0% |
| 1Y | +31.2% | +48.4% | -17.3% | +18.2% |
| 3Y | +14.8% | +59.1% | -44.3% | +0.2% |
| 5Y | +8.0% | +109.5% | -101.6% | -16.3% |
| 10Y | +148.7% | +487.0% | -338.2% | +53.5% |
| All | +148.7% | +546.3% | -397.5% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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