+1,195.4%
SBUX vs CVE
+89.9%
+1,105.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.0% |
| 7D | -3.1% | +2.5% | -5.6% | -3.6% |
| 30D | -0.9% | +16.7% | -17.6% | -3.6% |
| 3M | +11.6% | +9.3% | +2.3% | +9.5% |
| 6M | +8.8% | +43.6% | -34.8% | +1.3% |
| YTD | +26.3% | +93.6% | -67.3% | +11.3% |
| 1Y | +23.1% | +98.8% | -75.6% | +7.6% |
| 3Y | +15.0% | +73.6% | -58.6% | +1.1% |
| 5Y | +0.4% | +312.5% | -312.1% | -27.0% |
| 10Y | +130.7% | +161.0% | -30.4% | +53.7% |
| All | +1,195.4% | +89.9% | +1,105.5% | +747.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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