-6.7%
SBUX vs CPAY
+55.3%
-62.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -5.5% | -2.0% | -3.5% | -4.8% |
| 30D | -8.5% | -0.4% | -8.1% | -8.4% |
| 3M | -2.9% | +16.4% | -19.3% | -8.5% |
| 6M | -1.5% | +23.5% | -25.0% | -9.9% |
| YTD | +19.4% | +35.7% | -16.3% | +3.9% |
| 1Y | +22.9% | +30.2% | -7.2% | +8.4% |
| 3Y | +11.3% | +49.7% | -38.4% | -9.5% |
| All | -6.7% | +55.3% | -62.0% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 5y: compounded portfolio wealth divided by compounded CPAY 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…
5y analysis · Full analysis span regression · 6 months rolling