+42,297.2%
SBUX vs CPB
+230.0%
+42,067.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.3% |
| 7D | -3.1% | -8.6% | +5.5% | -0.7% |
| 30D | -0.9% | -7.2% | +6.4% | +1.1% |
| 3M | +11.6% | +0.9% | +10.7% | +10.8% |
| 6M | +8.8% | -11.8% | +20.6% | +11.8% |
| YTD | +26.3% | -19.4% | +45.7% | +32.9% |
| 1Y | +23.1% | -30.4% | +53.5% | +35.0% |
| 3Y | +15.0% | -40.2% | +55.1% | +29.3% |
| 5Y | +0.4% | -39.5% | +39.9% | +10.8% |
| 10Y | +130.7% | -47.4% | +178.1% | +151.5% |
| All | +42,297.2% | +230.0% | +42,067.2% | +30,593.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling