+4,230.4%
SBUX vs CSGP
+3,334.4%
+895.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.2% | -0.7% |
| 7D | -3.1% | -4.1% | +0.9% | -2.2% |
| 30D | -0.9% | +2.3% | -3.2% | -1.7% |
| 3M | +11.6% | -8.2% | +19.8% | +13.0% |
| 6M | +8.8% | -35.1% | +43.8% | +18.7% |
| YTD | +26.3% | -54.0% | +80.3% | +48.0% |
| 1Y | +23.1% | -65.3% | +88.4% | +53.7% |
| 3Y | +15.0% | -62.6% | +77.5% | +39.1% |
| 5Y | +0.4% | -64.8% | +65.2% | +21.3% |
| 10Y | +130.7% | +45.1% | +85.6% | +103.9% |
| All | +4,230.4% | +3,334.4% | +895.9% | +1,853.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling