+15.5%
SBUX vs CNP
+54.5%
-39.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | -3.9% | +1.6% | -5.5% | -4.2% |
| 30D | -2.8% | -0.8% | -2.0% | -2.7% |
| 3M | +8.2% | -3.6% | +11.8% | +8.8% |
| 6M | +4.3% | -6.9% | +11.2% | +5.4% |
| YTD | +23.3% | +6.4% | +16.9% | +21.6% |
| 1Y | +24.3% | +9.9% | +14.3% | +21.7% |
| 3Y | +15.5% | +53.1% | -37.6% | +6.7% |
| All | +15.5% | +54.5% | -39.1% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling