+13.0%
SBUX vs CPRT
-32.3%
+45.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.6% |
| 7D | +4.9% | +4.0% | +1.0% | +4.0% |
| 30D | +21.2% | +18.2% | +2.9% | +16.3% |
| 3M | +5.7% | +9.2% | -3.5% | +2.7% |
| 6M | +6.0% | -4.8% | +10.8% | +6.7% |
| YTD | +32.9% | -17.5% | +50.4% | +39.4% |
| 1Y | +33.3% | -22.0% | +55.3% | +42.1% |
| 3Y | +13.0% | -33.7% | +46.7% | +24.0% |
| All | +13.0% | -32.3% | +45.3% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling