-5.2%
SBUX vs COR
+180.2%
-185.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | -6.3% | -3.9% | -2.4% | -5.6% |
| 30D | -3.9% | -0.3% | -3.5% | -3.9% |
| 3M | +3.3% | +15.9% | -12.6% | +0.4% |
| 6M | +1.4% | -10.3% | +11.7% | +3.4% |
| YTD | +21.0% | -3.7% | +24.7% | +20.8% |
| 1Y | +22.4% | +9.1% | +13.3% | +17.9% |
| 3Y | +13.2% | +86.6% | -73.3% | -12.2% |
| 5Y | -5.2% | +180.9% | -186.1% | -37.2% |
| All | -5.2% | +180.2% | -185.4% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling