+104.7%
SBUX vs CLBK
+65.5%
+39.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -5.5% | -1.5% | -4.0% | -5.0% |
| 30D | -8.5% | -1.0% | -7.4% | -8.2% |
| 3M | -2.9% | +22.9% | -25.8% | -10.0% |
| 6M | -1.5% | +44.2% | -45.7% | -14.0% |
| YTD | +19.4% | +64.0% | -44.6% | -0.9% |
| 1Y | +22.9% | +65.7% | -42.7% | +1.3% |
| 3Y | +11.3% | +54.1% | -42.8% | -8.4% |
| 5Y | -6.9% | +44.7% | -51.5% | -26.9% |
| All | +104.7% | +65.5% | +39.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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