+10.5%
SBUX vs CSGP
-63.2%
+73.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +0.2% | -7.1% | +7.3% | +2.1% |
| 30D | +19.1% | +3.6% | +15.4% | +17.1% |
| 3M | +3.6% | -2.7% | +6.4% | +3.1% |
| 6M | +5.1% | -8.0% | +13.2% | +5.6% |
| YTD | +32.9% | -55.0% | +87.8% | +65.9% |
| 1Y | +30.4% | -55.8% | +86.2% | +63.6% |
| 3Y | +13.0% | -62.0% | +75.0% | +45.3% |
| 5Y | +10.5% | -62.9% | +73.5% | +35.0% |
| All | +10.5% | -63.2% | +73.8% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling