+125.0%
SBUX vs CP
+230.5%
-105.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | -0.2% |
| 7D | -6.2% | -2.7% | -3.5% | -5.0% |
| 30D | -6.4% | -3.4% | -3.1% | -4.9% |
| 3M | +1.0% | -0.6% | +1.7% | +1.1% |
| 6M | -0.4% | +6.3% | -6.7% | -4.1% |
| YTD | +20.0% | +21.2% | -1.2% | +7.7% |
| 1Y | +22.8% | +20.0% | +2.7% | +10.6% |
| 3Y | +12.3% | +18.7% | -6.4% | -0.1% |
| 5Y | -6.4% | +34.8% | -41.2% | -23.5% |
| All | +125.0% | +230.5% | -105.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling