+125.0%
SBUX vs CPB
-45.5%
+170.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.5% | -0.3% |
| 7D | -6.2% | -5.4% | -0.9% | -5.6% |
| 30D | -6.4% | -7.8% | +1.4% | -5.5% |
| 3M | +1.0% | -6.9% | +8.0% | +1.8% |
| 6M | -0.4% | -12.2% | +11.8% | +1.0% |
| YTD | +20.0% | -21.1% | +41.0% | +23.1% |
| 1Y | +22.8% | -33.5% | +56.3% | +28.9% |
| 3Y | +12.3% | -43.2% | +55.5% | +19.2% |
| 5Y | -6.4% | -40.9% | +34.5% | -1.4% |
| All | +125.0% | -45.5% | +170.4% | +132.5% |
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