+42,678.7%
SBUX vs CP
+10,320.3%
+32,358.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | 0.0% |
| 7D | +1.7% | +2.8% | -1.1% | +0.6% |
| 30D | +12.6% | +10.2% | +2.4% | +8.4% |
| 3M | +0.8% | +2.4% | -1.5% | -0.2% |
| 6M | +0.2% | +7.7% | -7.5% | -3.0% |
| YTD | +27.4% | +26.0% | +1.5% | +15.4% |
| 1Y | +31.5% | +34.6% | -3.2% | +16.0% |
| 3Y | +9.3% | +26.7% | -17.4% | -2.3% |
| 5Y | +1.5% | +24.9% | -23.4% | -9.6% |
| 10Y | +147.9% | +258.6% | -110.7% | +45.0% |
| All | +42,678.7% | +10,320.3% | +32,358.4% | +7,973.1% |
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