-0.4%
SBUX vs CAPR
+94.6%
-95.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.3% |
| 7D | -3.1% | -2.0% | -1.2% | -3.1% |
| 30D | -0.9% | +139.2% | -140.1% | -2.0% |
| 3M | +11.6% | -66.4% | +78.0% | +12.2% |
| 6M | +8.8% | -63.1% | +71.9% | +9.1% |
| YTD | +26.3% | -67.4% | +93.7% | +26.8% |
| 1Y | +23.1% | +58.2% | -35.1% | +17.5% |
| 3Y | +15.0% | +42.2% | -27.3% | +4.6% |
| All | -0.4% | +94.6% | -95.0% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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