+41.3%
SBUX vs CPB
-18.4%
+59.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.9% | -1.2% | +3.7% |
| 7D | +6.3% | +13.0% | -6.7% | +4.3% |
| 30D | +16.2% | +20.5% | -4.3% | +13.0% |
| 3M | +5.1% | +2.2% | +2.9% | +4.1% |
| 6M | +5.7% | +15.4% | -9.7% | +3.6% |
| YTD | +32.6% | -12.3% | +45.0% | +35.0% |
| 1Y | +41.3% | -18.0% | +59.3% | +48.8% |
| All | +41.3% | -18.4% | +59.8% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…
1y analysis · Full analysis span regression · 6 months rolling