+44,521.1%
SBUX vs COO
+6,521.4%
+37,999.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.5% |
| 7D | +4.9% | +4.5% | +0.4% | +4.4% |
| 30D | +21.2% | +16.9% | +4.2% | +19.0% |
| 3M | +5.7% | -16.7% | +22.4% | +7.7% |
| 6M | +6.0% | +5.9% | +0.1% | +5.1% |
| YTD | +32.9% | -22.4% | +55.4% | +36.4% |
| 1Y | +33.3% | -10.1% | +43.4% | +34.5% |
| 3Y | +13.0% | -22.8% | +35.8% | +15.2% |
| 5Y | +8.8% | -41.4% | +50.2% | +14.1% |
| 10Y | +154.6% | +41.3% | +113.4% | +145.9% |
| All | +44,521.1% | +6,521.4% | +37,999.7% | +34,700.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling