-5.2%
SBUX vs CIEN
+500.1%
-505.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -1.8% |
| 7D | -6.3% | -4.6% | -1.7% | -5.8% |
| 30D | -3.9% | -12.8% | +9.0% | -2.3% |
| 3M | +3.3% | -23.1% | +26.4% | +6.0% |
| 6M | +1.4% | +6.1% | -4.7% | -3.3% |
| YTD | +21.0% | +44.5% | -23.6% | +7.2% |
| 1Y | +22.4% | +176.6% | -154.2% | -6.9% |
| 3Y | +13.2% | +601.0% | -587.7% | -36.0% |
| 5Y | -5.2% | +509.1% | -514.3% | -43.6% |
| All | -5.2% | +500.1% | -505.3% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling