+145.0%
SBUX vs COR
+485.1%
-340.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -2.9% | -1.0% |
| 7D | +1.6% | +7.6% | -6.1% | -0.5% |
| 30D | +14.8% | +6.8% | +8.0% | +12.8% |
| 3M | -0.8% | +16.0% | -16.8% | -4.9% |
| 6M | +2.2% | +41.0% | -38.8% | -7.5% |
| YTD | +29.5% | +6.9% | +22.5% | +25.2% |
| 1Y | +27.0% | -1.0% | +28.0% | +25.7% |
| 3Y | +10.9% | +84.6% | -73.7% | -12.1% |
| 5Y | +7.4% | +203.3% | -195.9% | -28.7% |
| All | +145.0% | +485.1% | -340.1% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 10y: compounded portfolio wealth divided by compounded COR 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…
10y analysis · Full analysis span regression · 6 months rolling