-2.7%
SBUX vs CFG
+100.9%
-103.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.2% | -2.0% |
| 7D | -3.9% | +2.7% | -6.6% | -4.7% |
| 30D | -2.8% | -3.7% | +0.9% | -1.6% |
| 3M | +8.2% | +9.5% | -1.3% | +4.9% |
| 6M | +4.3% | +22.2% | -18.0% | -2.7% |
| YTD | +23.3% | +22.3% | +1.0% | +14.9% |
| 1Y | +24.3% | +39.4% | -15.2% | +10.7% |
| 3Y | +15.5% | +188.5% | -173.0% | -20.3% |
| 5Y | -2.7% | +101.5% | -104.3% | -23.4% |
| All | -2.7% | +100.9% | -103.6% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 5y: compounded portfolio wealth divided by compounded CFG 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…
5y analysis · Full analysis span regression · 6 months rolling