+1.6%
SBUX vs CPRT
-7.1%
+8.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.5% |
| 7D | -3.1% | +2.2% | -5.3% | -4.1% |
| 30D | -0.9% | +16.6% | -17.5% | -7.8% |
| 3M | +11.6% | +9.6% | +2.0% | +6.1% |
| 6M | +8.8% | -11.1% | +19.9% | +13.8% |
| YTD | +26.3% | -13.9% | +40.2% | +33.7% |
| 1Y | +23.1% | -32.5% | +55.7% | +46.6% |
| 3Y | +15.0% | -25.0% | +40.0% | +23.6% |
| All | +1.6% | -7.1% | +8.7% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling