+23.1%
SBUX vs CL
+8.2%
+14.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.0% |
| 7D | -3.1% | -2.2% | -1.0% | -2.8% |
| 30D | -0.9% | -4.8% | +4.0% | -0.1% |
| 3M | +11.6% | +4.9% | +6.7% | +11.3% |
| 6M | +8.8% | -5.7% | +14.5% | +9.0% |
| YTD | +26.3% | +14.4% | +11.9% | +24.1% |
| 1Y | +23.1% | +8.7% | +14.4% | +18.8% |
| All | +23.1% | +8.2% | +14.9% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 1y: compounded portfolio wealth divided by compounded CL 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…
1y analysis · Full analysis span regression · 6 months rolling