+123.9%
SBUX vs JCI
+348.5%
-224.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.5% |
| 7D | -5.5% | +0.7% | -6.2% | -5.8% |
| 30D | -8.5% | -4.4% | -4.0% | -6.7% |
| 3M | -2.9% | +1.7% | -4.6% | -4.2% |
| 6M | -1.5% | +8.8% | -10.3% | -6.5% |
| YTD | +19.4% | +22.6% | -3.3% | +6.7% |
| 1Y | +22.9% | +36.2% | -13.3% | +4.3% |
| 3Y | +11.3% | +168.0% | -156.7% | -32.8% |
| 5Y | -6.9% | +113.5% | -120.3% | -39.0% |
| All | +123.9% | +348.5% | -224.6% | -4.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling