+10.9%
SBUX vs CLX
-6.4%
+17.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.5% |
| 7D | +1.6% | +9.5% | -7.9% | -1.1% |
| 30D | +14.8% | +30.7% | -15.9% | +6.5% |
| 3M | -0.8% | +4.2% | -5.0% | -2.5% |
| 6M | +2.2% | +22.1% | -19.9% | -4.1% |
| YTD | +29.5% | +14.1% | +15.4% | +22.5% |
| 1Y | +27.0% | +10.3% | +16.7% | +21.6% |
| 3Y | +10.9% | -7.8% | +18.7% | +12.4% |
| All | +10.9% | -6.4% | +17.3% | +12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling