+128.8%
SBUX vs CPRT
+411.2%
-282.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +1.0% | -0.9% |
| 7D | -3.9% | +0.4% | -4.3% | -4.2% |
| 30D | -2.8% | +9.9% | -12.7% | -7.5% |
| 3M | +8.2% | +5.6% | +2.6% | +4.2% |
| 6M | +4.3% | -13.6% | +17.9% | +10.0% |
| YTD | +23.3% | -16.7% | +40.1% | +32.1% |
| 1Y | +24.3% | -33.1% | +57.4% | +47.5% |
| 3Y | +15.5% | -27.1% | +42.5% | +27.5% |
| 5Y | -2.7% | -9.9% | +7.2% | -6.3% |
| 10Y | +128.8% | +415.3% | -286.5% | +22.6% |
| All | +128.8% | +411.2% | -282.3% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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