+11.3%
SBUX vs SCCO
+177.0%
-165.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.4% |
| 7D | -5.5% | -2.7% | -2.8% | -5.2% |
| 30D | -8.5% | -0.7% | -7.7% | -8.6% |
| 3M | -2.9% | +8.1% | -11.0% | -4.7% |
| 6M | -1.5% | +4.1% | -5.6% | -3.5% |
| YTD | +19.4% | +41.1% | -21.7% | +8.5% |
| 1Y | +22.9% | +95.6% | -72.6% | +3.5% |
| 3Y | +11.3% | +179.3% | -168.0% | -18.0% |
| All | +11.3% | +177.0% | -165.8% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 3y: compounded portfolio wealth divided by compounded SCCO 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…
3y analysis · Full analysis span regression · 6 months rolling