+128.3%
SBUX vs COO
+36.7%
+91.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.2% | +4.3% | +0.8% |
| 7D | -6.3% | -9.0% | +2.7% | -2.4% |
| 30D | -3.9% | -16.8% | +13.0% | +4.0% |
| 3M | +3.3% | -7.5% | +10.8% | +6.4% |
| 6M | +1.4% | -16.3% | +17.7% | +8.8% |
| YTD | +21.0% | -22.5% | +43.5% | +34.1% |
| 1Y | +22.4% | -7.0% | +29.4% | +24.3% |
| 3Y | +13.2% | -27.5% | +40.7% | +23.2% |
| 5Y | -5.2% | -43.3% | +38.1% | +14.5% |
| 10Y | +128.3% | +37.6% | +90.8% | +104.6% |
| All | +128.3% | +36.7% | +91.6% | +104.6% |
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