-6.4%
SBUX vs JCI
+105.2%
-111.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.6% | -0.2% |
| 7D | -6.2% | +0.4% | -6.6% | -6.4% |
| 30D | -6.4% | -7.7% | +1.3% | -3.5% |
| 3M | +1.0% | +2.8% | -1.7% | -0.7% |
| 6M | -0.4% | +7.2% | -7.6% | -4.6% |
| YTD | +20.0% | +20.0% | 0.0% | +8.8% |
| 1Y | +22.8% | +33.3% | -10.5% | +5.7% |
| 3Y | +12.3% | +161.3% | -149.0% | -30.6% |
| 5Y | -6.4% | +108.8% | -115.2% | -38.9% |
| All | -6.4% | +105.2% | -111.6% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling