+44,521.1%
SBUX vs COP
+4,111.7%
+40,409.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.2% |
| 7D | +4.9% | -6.1% | +11.0% | +6.7% |
| 30D | +21.2% | +1.1% | +20.0% | +20.4% |
| 3M | +5.7% | +10.9% | -5.3% | +2.0% |
| 6M | +6.0% | +20.8% | -14.8% | -0.5% |
| YTD | +32.9% | +48.0% | -15.1% | +17.0% |
| 1Y | +33.3% | +58.5% | -25.2% | +14.7% |
| 3Y | +13.0% | +28.1% | -15.1% | +1.8% |
| 5Y | +8.8% | +120.5% | -111.6% | -19.3% |
| 10Y | +154.6% | +310.1% | -155.5% | +41.1% |
| All | +44,521.1% | +4,111.7% | +40,409.4% | +15,112.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling