+42,678.7%
SBUX vs COO
+6,395.4%
+36,283.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.5% |
| 7D | +1.7% | +4.7% | -3.0% | +1.2% |
| 30D | +12.6% | +13.9% | -1.3% | +11.0% |
| 3M | +0.8% | -14.9% | +15.8% | +2.5% |
| 6M | +0.2% | +2.0% | -1.8% | -0.3% |
| YTD | +27.4% | -23.9% | +51.4% | +31.0% |
| 1Y | +31.5% | -9.6% | +41.1% | +32.6% |
| 3Y | +9.3% | -25.4% | +34.7% | +11.8% |
| 5Y | +1.5% | -41.2% | +42.7% | +6.4% |
| 10Y | +147.9% | +42.1% | +105.8% | +139.5% |
| All | +42,678.7% | +6,395.4% | +36,283.3% | +33,335.2% |
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