+145.4%
SBUX vs COO
+40.1%
+105.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -1.9% |
| 7D | +1.0% | -2.1% | +3.1% | +2.0% |
| 30D | +16.6% | +13.9% | +2.7% | +10.3% |
| 3M | -0.6% | -18.9% | +18.4% | +8.0% |
| 6M | +1.8% | +3.7% | -1.9% | -1.3% |
| YTD | +29.7% | -24.1% | +53.8% | +44.0% |
| 1Y | +26.1% | -14.2% | +40.3% | +32.2% |
| 3Y | +10.3% | -24.5% | +34.7% | +16.6% |
| 5Y | +7.6% | -40.4% | +48.1% | +26.0% |
| All | +145.4% | +40.1% | +105.4% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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