+41,298.9%
SBUX vs JCI
+3,586.0%
+37,712.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.6% |
| 7D | -3.9% | +5.1% | -9.0% | -5.2% |
| 30D | -2.8% | -3.8% | +1.0% | -1.9% |
| 3M | +8.2% | +1.9% | +6.3% | +7.2% |
| 6M | +4.3% | +11.2% | -6.9% | +0.6% |
| YTD | +23.3% | +22.9% | +0.4% | +15.6% |
| 1Y | +24.3% | +37.4% | -13.1% | +12.9% |
| 3Y | +15.5% | +167.8% | -152.4% | -12.9% |
| 5Y | -2.7% | +115.0% | -117.7% | -22.9% |
| 10Y | +128.8% | +325.3% | -196.5% | +50.1% |
| All | +41,298.9% | +3,586.0% | +37,712.9% | +11,238.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded JCI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling