+145.0%
SBUX vs CLX
+32.0%
+112.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.4% |
| 7D | +1.6% | +9.5% | -7.9% | -0.3% |
| 30D | +14.8% | +30.7% | -15.9% | +8.7% |
| 3M | -0.8% | +4.2% | -5.0% | -1.9% |
| 6M | +2.2% | +22.1% | -19.9% | -2.3% |
| YTD | +29.5% | +14.1% | +15.4% | +24.9% |
| 1Y | +27.0% | +10.3% | +16.7% | +23.3% |
| 3Y | +10.9% | -7.8% | +18.7% | +11.6% |
| 5Y | +7.4% | -20.8% | +28.3% | +8.8% |
| All | +145.0% | +32.0% | +112.9% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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