+10.6%
SBUX vs COO
-25.2%
+35.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.2% |
| 7D | +1.7% | +4.7% | -3.0% | +0.5% |
| 30D | +12.6% | +13.9% | -1.3% | +9.0% |
| 3M | +0.8% | -14.9% | +15.8% | +4.5% |
| 6M | +0.2% | +2.0% | -1.8% | -1.1% |
| YTD | +27.4% | -23.9% | +51.4% | +35.9% |
| 1Y | +31.5% | -9.6% | +41.1% | +33.9% |
| All | +10.6% | -25.2% | +35.8% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling