+145.4%
SBUX vs CSGP
+61.2%
+84.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | +1.0% | -6.1% | +7.1% | +3.0% |
| 30D | +16.6% | +0.3% | +16.3% | +15.5% |
| 3M | -0.6% | -1.3% | +0.7% | -1.7% |
| 6M | +1.8% | -8.9% | +10.7% | +2.5% |
| YTD | +29.7% | -55.2% | +84.9% | +64.3% |
| 1Y | +26.1% | -56.4% | +82.4% | +61.1% |
| 3Y | +10.3% | -62.2% | +72.5% | +44.4% |
| 5Y | +7.6% | -63.7% | +71.3% | +38.3% |
| All | +145.4% | +61.2% | +84.2% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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