-2.7%
SBUX vs CTSH
-14.2%
+11.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.8% | +1.5% | -1.1% |
| 7D | -3.9% | -5.5% | +1.6% | -2.2% |
| 30D | -2.8% | +4.5% | -7.3% | -4.5% |
| 3M | +8.2% | +13.7% | -5.5% | +2.5% |
| 6M | +4.3% | -8.4% | +12.6% | +7.1% |
| YTD | +23.3% | -26.5% | +49.8% | +38.0% |
| 1Y | +24.3% | -13.9% | +38.2% | +29.0% |
| 3Y | +15.5% | -11.3% | +26.8% | +16.7% |
| 5Y | -2.7% | -14.8% | +12.1% | +2.0% |
| All | -2.7% | -14.2% | +11.5% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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