+13.0%
SBUX vs CF
+62.9%
-49.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.3% |
| 7D | +4.9% | +4.8% | +0.2% | +4.5% |
| 30D | +21.2% | +9.7% | +11.5% | +20.1% |
| 3M | +5.7% | +1.2% | +4.4% | +5.4% |
| 6M | +6.0% | +7.4% | -1.4% | +4.9% |
| YTD | +32.9% | +60.5% | -27.6% | +19.9% |
| 1Y | +33.3% | +50.7% | -17.5% | +21.5% |
| 3Y | +13.0% | +64.8% | -51.8% | -1.5% |
| All | +13.0% | +62.9% | -49.9% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling