+41,298.9%
SBUX vs CLX
+2,054.3%
+39,244.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -1.8% |
| 7D | -3.9% | -3.5% | -0.4% | -2.6% |
| 30D | -2.8% | -11.9% | +9.0% | +1.7% |
| 3M | +8.2% | -2.6% | +10.8% | +8.7% |
| 6M | +4.3% | -18.2% | +22.4% | +10.9% |
| YTD | +23.3% | -5.9% | +29.2% | +24.2% |
| 1Y | +24.3% | -23.8% | +48.1% | +35.0% |
| 3Y | +15.5% | -33.6% | +49.0% | +30.6% |
| 5Y | -2.7% | -35.7% | +33.0% | +8.0% |
| 10Y | +128.8% | -2.5% | +131.4% | +98.4% |
| All | +41,298.9% | +2,054.3% | +39,244.6% | +11,292.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling