+9.3%
SBUX vs CL
+38.3%
-29.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.3% |
| 7D | +1.7% | +1.3% | +0.3% | +1.4% |
| 30D | +12.6% | +11.4% | +1.3% | +10.3% |
| 3M | +0.8% | +4.4% | -3.6% | -0.1% |
| 6M | +0.2% | +10.8% | -10.6% | -1.7% |
| YTD | +27.4% | +25.1% | +2.3% | +22.1% |
| 1Y | +31.5% | +28.0% | +3.5% | +25.4% |
| 3Y | +9.3% | +37.6% | -28.4% | 0.0% |
| All | +9.3% | +38.3% | -29.0% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling