+2,815.8%
SBUX vs CNC
+5,287.0%
-2,471.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.8% |
| 7D | -6.3% | -4.9% | -1.4% | -5.4% |
| 30D | -3.9% | -3.8% | -0.1% | -3.2% |
| 3M | +3.3% | -3.2% | +6.5% | +3.6% |
| 6M | +1.4% | +47.9% | -46.4% | -6.9% |
| YTD | +21.0% | +55.7% | -34.7% | +9.5% |
| 1Y | +22.4% | +106.2% | -83.8% | +4.3% |
| 3Y | +13.2% | -2.1% | +15.3% | +6.7% |
| 5Y | -5.2% | +3.4% | -8.6% | -13.0% |
| 10Y | +128.3% | +91.7% | +36.7% | +78.6% |
| All | +2,815.8% | +5,287.0% | -2,471.1% | +1,219.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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