+154.6%
SBUX vs CI
+147.8%
+6.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.1% | -0.3% |
| 7D | +4.9% | +2.6% | +2.3% | +4.2% |
| 30D | +21.2% | +7.3% | +13.8% | +18.6% |
| 3M | +5.7% | +9.5% | -3.8% | +2.7% |
| 6M | +6.0% | +6.4% | -0.4% | +3.5% |
| YTD | +32.9% | +12.0% | +20.9% | +27.4% |
| 1Y | +33.3% | +20.1% | +13.2% | +25.1% |
| 3Y | +13.0% | +9.6% | +3.5% | +5.1% |
| 5Y | +8.8% | +52.7% | -43.9% | -11.9% |
| 10Y | +154.6% | +150.3% | +4.4% | +75.1% |
| All | +154.6% | +147.8% | +6.8% | +75.1% |
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