+128.3%
SBUX vs CI
+143.6%
-15.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.2% |
| 7D | -6.3% | -1.1% | -5.2% | -6.0% |
| 30D | -3.9% | +0.5% | -4.3% | -4.0% |
| 3M | +3.3% | -5.2% | +8.5% | +4.6% |
| 6M | +1.4% | +4.3% | -2.9% | -0.4% |
| YTD | +21.0% | +2.8% | +18.2% | +19.0% |
| 1Y | +22.4% | -5.8% | +28.2% | +22.7% |
| 3Y | +13.2% | +4.7% | +8.5% | +6.5% |
| 5Y | -5.2% | +42.7% | -47.9% | -21.7% |
| 10Y | +128.3% | +141.0% | -12.6% | +54.3% |
| All | +128.3% | +143.6% | -15.2% | +54.3% |
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