+1.6%
SBUX vs CI
+42.7%
-41.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.0% |
| 7D | -3.1% | +1.3% | -4.4% | -3.4% |
| 30D | -0.9% | +4.4% | -5.3% | -1.8% |
| 3M | +11.6% | +0.7% | +11.0% | +11.2% |
| 6M | +8.8% | +0.3% | +8.4% | +8.3% |
| YTD | +26.3% | +3.8% | +22.5% | +24.7% |
| 1Y | +23.1% | -5.5% | +28.6% | +23.3% |
| 3Y | +15.0% | +8.1% | +6.8% | +8.9% |
| All | +1.6% | +42.7% | -41.1% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling