+21.0%
DHR vs SBUX
+10.5%
+10.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | +1.2% | +1.6% | -0.4% | +0.9% |
| 30D | +3.7% | +14.8% | -11.1% | +1.2% |
| 3M | +14.5% | -0.8% | +15.3% | +14.6% |
| 6M | +40.9% | +2.2% | +38.7% | +40.2% |
| YTD | +2.4% | +29.5% | -27.1% | -2.9% |
| 1Y | +6.1% | +27.0% | -20.9% | +0.9% |
| 3Y | +21.0% | +10.9% | +10.1% | +22.9% |
| All | +21.0% | +10.5% | +10.5% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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