+41.3%
SBUX vs CNP
+8.7%
+32.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.5% | +8.2% | +5.0% |
| 7D | +6.3% | -1.3% | +7.6% | +6.3% |
| 30D | +16.2% | +8.7% | +7.5% | +14.7% |
| 3M | +5.1% | -0.7% | +5.8% | +4.5% |
| 6M | +5.7% | -4.2% | +9.9% | +5.5% |
| YTD | +32.6% | +8.9% | +23.8% | +30.6% |
| 1Y | +41.3% | +8.3% | +33.0% | +40.0% |
| All | +41.3% | +8.7% | +32.6% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 1y: compounded portfolio wealth divided by compounded CNP 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…
1y analysis · Full analysis span regression · 6 months rolling