+41,298.9%
SBUX vs CVS
+1,747.2%
+39,551.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -3.9% | -1.6% | -2.3% | -3.4% |
| 30D | -2.8% | +0.4% | -3.2% | -3.0% |
| 3M | +8.2% | -0.4% | +8.6% | +8.0% |
| 6M | +4.3% | +25.1% | -20.9% | -3.5% |
| YTD | +23.3% | +23.9% | -0.5% | +13.8% |
| 1Y | +24.3% | +41.1% | -16.8% | +9.8% |
| 3Y | +15.5% | +63.6% | -48.2% | -5.4% |
| 5Y | -2.7% | +31.5% | -34.2% | -15.5% |
| 10Y | +128.8% | +40.5% | +88.3% | +86.1% |
| All | +41,298.9% | +1,747.2% | +39,551.6% | +14,540.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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