+10.9%
SBUX vs COR
+85.8%
-74.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -2.9% | -0.4% |
| 7D | +1.6% | +7.6% | -6.1% | +1.1% |
| 30D | +14.8% | +6.8% | +8.0% | +14.4% |
| 3M | -0.8% | +16.0% | -16.8% | -1.4% |
| 6M | +2.2% | +41.0% | -38.8% | +1.1% |
| YTD | +29.5% | +6.9% | +22.5% | +28.4% |
| 1Y | +27.0% | -1.0% | +28.0% | +26.5% |
| 3Y | +10.9% | +84.6% | -73.7% | +7.1% |
| All | +10.9% | +85.8% | -74.9% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling