+42,297.2%
SBUX vs CP
+10,233.3%
+32,063.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -3.1% | -2.7% | -0.5% | -2.2% |
| 30D | -0.9% | +0.2% | -1.0% | -1.0% |
| 3M | +11.6% | +2.6% | +9.0% | +10.3% |
| 6M | +8.8% | +6.0% | +2.8% | +5.7% |
| YTD | +26.3% | +24.9% | +1.4% | +14.7% |
| 1Y | +23.1% | +20.1% | +3.0% | +13.6% |
| 3Y | +15.0% | +16.4% | -1.4% | +6.3% |
| 5Y | +0.4% | +31.7% | -31.4% | -12.5% |
| 10Y | +130.7% | +223.9% | -93.2% | +39.8% |
| All | +42,297.2% | +10,233.3% | +32,063.9% | +7,928.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling