+148.7%
SBUX vs CSGP
+72.5%
+76.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.6% | +3.1% |
| 7D | +4.8% | -1.8% | +6.7% | +5.4% |
| 30D | +20.6% | +5.3% | +15.3% | +17.7% |
| 3M | +4.3% | +3.3% | +0.9% | +1.5% |
| 6M | +5.5% | -4.7% | +10.2% | +4.7% |
| YTD | +32.3% | -53.5% | +85.9% | +65.7% |
| 1Y | +31.2% | -53.7% | +84.9% | +64.3% |
| 3Y | +14.8% | -59.7% | +74.6% | +47.1% |
| 5Y | +8.0% | -62.5% | +70.4% | +37.4% |
| 10Y | +148.7% | +67.3% | +81.5% | +139.9% |
| All | +148.7% | +72.5% | +76.2% | +139.9% |
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