+145.0%
SBUX vs CIEN
+1,159.7%
-1,014.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.6% |
| 7D | +1.6% | +15.3% | -13.7% | -0.8% |
| 30D | +14.8% | -22.0% | +36.8% | +18.3% |
| 3M | -0.8% | -36.6% | +35.8% | +4.8% |
| 6M | +2.2% | -51.5% | +53.7% | +11.6% |
| YTD | +29.5% | +20.0% | +9.5% | +14.6% |
| 1Y | +27.0% | +44.5% | -17.4% | +7.1% |
| 3Y | +10.9% | +539.0% | -528.1% | -38.1% |
| 5Y | +7.4% | +356.8% | -349.4% | -36.4% |
| All | +145.0% | +1,159.7% | -1,014.7% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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