+152.8%
SBUX vs CPB
-40.1%
+192.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | +0.1% |
| 7D | +0.2% | -4.1% | +4.3% | +0.7% |
| 30D | +19.1% | +16.9% | +2.1% | +16.6% |
| 3M | +3.6% | -0.6% | +4.2% | +3.5% |
| 6M | +5.1% | +11.4% | -6.2% | +3.4% |
| YTD | +32.9% | -14.8% | +47.7% | +34.8% |
| 1Y | +30.4% | -24.8% | +55.2% | +34.5% |
| 3Y | +13.0% | -36.6% | +49.6% | +18.0% |
| 5Y | +10.5% | -33.3% | +43.9% | +14.6% |
| 10Y | +152.8% | -40.4% | +193.2% | +152.5% |
| All | +152.8% | -40.1% | +192.9% | +152.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling