+42,678.7%
SBUX vs CI
+7,207.8%
+35,470.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | 0.0% |
| 7D | +1.7% | -1.6% | +3.2% | +2.1% |
| 30D | +12.6% | +5.4% | +7.2% | +11.1% |
| 3M | +0.8% | +7.3% | -6.4% | -1.2% |
| 6M | +0.2% | +5.3% | -5.1% | -1.7% |
| YTD | +27.4% | +8.5% | +19.0% | +23.8% |
| 1Y | +31.5% | +17.1% | +14.4% | +25.1% |
| 3Y | +9.3% | +1.4% | +7.9% | +5.1% |
| 5Y | +1.5% | +50.5% | -49.0% | -13.5% |
| 10Y | +147.9% | +168.5% | -20.6% | +73.9% |
| All | +42,678.7% | +7,207.8% | +35,470.9% | +11,273.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling