+11.3%
SBUX vs CHTR
-65.7%
+76.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -0.9% |
| 7D | -5.5% | -4.1% | -1.4% | -5.1% |
| 30D | -8.5% | -3.0% | -5.5% | -8.3% |
| 3M | -2.9% | +4.8% | -7.7% | -3.8% |
| 6M | -1.5% | -35.0% | +33.5% | +2.4% |
| YTD | +19.4% | -30.2% | +49.6% | +22.5% |
| 1Y | +22.9% | -44.8% | +67.7% | +30.6% |
| 3Y | +11.3% | -66.6% | +77.8% | +27.7% |
| All | +11.3% | -65.7% | +76.9% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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