+35,748.1%
DHR vs SBUX
+42,284.6%
-6,536.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.6% |
| 7D | -0.8% | -3.9% | +3.1% | +0.1% |
| 30D | +0.2% | -2.8% | +3.1% | +0.8% |
| 3M | +12.1% | +8.2% | +3.9% | +9.9% |
| 6M | +5.4% | +4.3% | +1.2% | +4.0% |
| YTD | -10.0% | +23.3% | -33.3% | -14.8% |
| 1Y | +4.1% | +24.3% | -20.2% | -1.9% |
| 3Y | -5.2% | +15.5% | -20.6% | -11.3% |
| 5Y | -28.2% | -2.7% | -25.5% | -30.8% |
| 10Y | +208.4% | +128.8% | +79.6% | +141.1% |
| All | +35,748.1% | +42,284.6% | -6,536.5% | +13,344.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling