+12,023.4%
SBUX vs SCCO
+35,790.2%
-23,766.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.3% | -2.0% |
| 7D | -6.3% | +2.4% | -8.7% | -6.9% |
| 30D | -3.9% | +6.4% | -10.3% | -5.6% |
| 3M | +3.3% | +21.6% | -18.3% | -2.4% |
| 6M | +1.4% | +13.4% | -12.0% | -3.5% |
| YTD | +21.0% | +52.6% | -31.7% | +5.9% |
| 1Y | +22.4% | +122.4% | -100.0% | -3.0% |
| 3Y | +13.2% | +208.5% | -195.2% | -19.6% |
| 5Y | -5.2% | +353.9% | -359.1% | -40.3% |
| 10Y | +128.3% | +1,187.3% | -1,058.9% | +5.9% |
| All | +12,023.4% | +35,790.2% | -23,766.8% | +2,497.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling