+4,300.4%
SBUX vs CSGP
+3,461.1%
+839.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.9% |
| 7D | +0.6% | +13.9% | -13.3% | -2.4% |
| 30D | +10.5% | +16.0% | -5.5% | +6.1% |
| 3M | +0.7% | +6.1% | -5.4% | -1.7% |
| 6M | +2.3% | -8.2% | +10.5% | +2.7% |
| YTD | +28.4% | -52.3% | +80.7% | +48.1% |
| 1Y | +31.4% | -54.5% | +85.9% | +53.1% |
| 3Y | +11.5% | -58.6% | +70.1% | +31.1% |
| 5Y | +2.2% | -61.5% | +63.7% | +20.4% |
| 10Y | +149.7% | +74.7% | +75.0% | +111.0% |
| All | +4,300.4% | +3,461.1% | +839.3% | +1,854.7% |
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