+24.3%
SBUX vs CPRT
-33.0%
+57.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +1.0% | -1.9% |
| 7D | -3.9% | +0.4% | -4.3% | -3.9% |
| 30D | -2.8% | +9.9% | -12.7% | -4.6% |
| 3M | +8.2% | +5.6% | +2.6% | +6.8% |
| 6M | +4.3% | -13.6% | +17.9% | +7.9% |
| YTD | +23.3% | -16.7% | +40.1% | +28.8% |
| 1Y | +24.3% | -33.1% | +57.4% | +25.9% |
| All | +24.3% | -33.0% | +57.3% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling