-29.8%
DHR vs SBUX
-6.4%
-23.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.9% |
| 7D | -5.0% | -6.2% | +1.3% | -3.3% |
| 30D | -3.3% | -6.4% | +3.1% | -1.6% |
| 3M | +9.4% | +1.0% | +8.4% | +9.0% |
| 6M | +3.2% | -0.4% | +3.5% | +2.7% |
| YTD | -12.0% | +20.0% | -32.0% | -17.0% |
| 1Y | +4.9% | +22.8% | -17.9% | -2.0% |
| 3Y | -7.4% | +12.3% | -19.7% | -13.1% |
| 5Y | -29.8% | -6.4% | -23.4% | -38.7% |
| All | -29.8% | -6.4% | -23.4% | -38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling