+26.1%
SBUX vs CSGP
-55.9%
+82.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | +1.0% | -6.1% | +7.1% | +1.5% |
| 30D | +16.6% | +0.3% | +16.3% | +16.6% |
| 3M | -0.6% | -1.3% | +0.7% | -0.6% |
| 6M | +1.8% | -8.9% | +10.7% | +2.0% |
| YTD | +29.7% | -55.2% | +84.9% | +41.1% |
| 1Y | +26.1% | -56.4% | +82.4% | +39.0% |
| All | +26.1% | -55.9% | +82.0% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling