+22.8%
SBUX vs COP
+53.9%
-31.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -6.2% | +1.0% | -7.2% | -6.2% |
| 30D | -6.4% | +9.6% | -16.0% | -6.5% |
| 3M | +1.0% | +15.0% | -14.0% | +0.8% |
| 6M | -0.4% | +21.8% | -22.1% | -1.1% |
| YTD | +20.0% | +49.6% | -29.7% | +18.1% |
| 1Y | +22.8% | +49.9% | -27.1% | +19.6% |
| All | +22.8% | +53.9% | -31.1% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 1y: compounded portfolio wealth divided by compounded COP 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…
1y analysis · Full analysis span regression · 6 months rolling