+22.4%
SBUX vs CMS
-0.2%
+22.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-09 to 2026-09-09.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | -6.3% | +0.2% | -6.4% | -6.3% |
| 30D | -3.9% | -1.3% | -2.6% | -3.7% |
| 3M | +3.3% | -5.4% | +8.7% | +4.3% |
| 6M | +1.4% | -10.3% | +11.8% | +2.8% |
| YTD | +21.0% | -0.2% | +21.2% | +20.9% |
| 1Y | +22.4% | -0.9% | +23.3% | +27.2% |
| All | +22.4% | -0.2% | +22.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 2025-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CMS 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…
2025-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling