+10.9%
SBUX vs CP
+36.4%
-25.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +1.6% | +2.1% | -0.6% | +0.7% |
| 30D | +14.8% | +9.3% | +5.5% | +10.7% |
| 3M | -0.8% | +0.5% | -1.3% | -1.1% |
| 6M | +2.2% | +10.4% | -8.2% | -2.3% |
| YTD | +29.5% | +28.7% | +0.8% | +14.3% |
| 1Y | +27.0% | +33.2% | -6.2% | +10.4% |
| 3Y | +10.9% | +38.4% | -27.5% | -6.4% |
| All | +10.9% | +36.4% | -25.5% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling