+145.0%
SBUX vs CI
+146.2%
-1.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +1.6% | +1.2% | +0.4% | +1.2% |
| 30D | +14.8% | +2.6% | +12.3% | +14.0% |
| 3M | -0.8% | +7.4% | -8.2% | -3.0% |
| 6M | +2.2% | -0.1% | +2.3% | +1.8% |
| YTD | +29.5% | +9.7% | +19.7% | +24.9% |
| 1Y | +27.0% | +12.1% | +14.9% | +21.7% |
| 3Y | +10.9% | +7.0% | +3.9% | +3.9% |
| 5Y | +7.4% | +49.7% | -42.3% | -12.5% |
| All | +145.0% | +146.2% | -1.2% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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