+6,047.1%
SBUX vs CNI
+6,494.7%
-447.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | -6.3% | +0.9% | -7.1% | -6.7% |
| 30D | -3.9% | -2.1% | -1.7% | -2.9% |
| 3M | +3.3% | +1.8% | +1.5% | +2.2% |
| 6M | +1.4% | +14.8% | -13.4% | -6.1% |
| YTD | +21.0% | +25.4% | -4.4% | +6.8% |
| 1Y | +22.4% | +32.9% | -10.5% | +4.9% |
| 3Y | +13.2% | +20.2% | -7.0% | +0.9% |
| 5Y | -5.2% | +12.2% | -17.3% | -13.3% |
| 10Y | +128.3% | +136.0% | -7.7% | +42.4% |
| All | +6,047.1% | +6,494.7% | -447.6% | +820.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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