+42,297.2%
SBUX vs COO
+7,148.5%
+35,148.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.1% |
| 7D | -3.1% | -2.2% | -0.9% | -2.9% |
| 30D | -0.9% | -7.0% | +6.1% | -0.1% |
| 3M | +11.6% | +12.2% | -0.6% | +10.1% |
| 6M | +8.8% | -15.1% | +23.9% | +10.6% |
| YTD | +26.3% | -15.1% | +41.4% | +28.4% |
| 1Y | +23.1% | +2.3% | +20.8% | +22.5% |
| 3Y | +15.0% | -23.7% | +38.6% | +17.4% |
| 5Y | +0.4% | -38.9% | +39.3% | +4.8% |
| 10Y | +130.7% | +49.9% | +80.8% | +121.4% |
| All | +42,297.2% | +7,148.5% | +35,148.8% | +32,673.9% |
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