+145.0%
SBUX vs JCI
+291.9%
-146.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.8% |
| 7D | +1.6% | +3.2% | -1.6% | +0.2% |
| 30D | +14.8% | -8.6% | +23.4% | +18.3% |
| 3M | -0.8% | -7.7% | +6.9% | +1.5% |
| 6M | +2.2% | -2.6% | +4.8% | +1.1% |
| YTD | +29.5% | +17.4% | +12.1% | +16.4% |
| 1Y | +27.0% | +16.9% | +10.1% | +14.3% |
| 3Y | +10.9% | +186.7% | -175.8% | -36.4% |
| 5Y | +7.4% | +95.4% | -87.9% | -27.8% |
| All | +145.0% | +291.9% | -146.9% | +7.1% |
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