+31.5%
SBUX vs CF
+46.5%
-15.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.7% |
| 7D | +1.7% | -3.2% | +4.8% | +1.8% |
| 30D | +12.6% | +4.3% | +8.3% | +12.8% |
| 3M | +0.8% | +2.8% | -2.0% | +1.0% |
| 6M | +0.2% | +0.6% | -0.4% | +0.5% |
| YTD | +27.4% | +56.6% | -29.2% | +15.2% |
| 1Y | +31.5% | +49.6% | -18.1% | +19.8% |
| All | +31.5% | +46.5% | -15.0% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling