+12.8%
SBUX vs CHD
+1.8%
+11.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.7% |
| 7D | -6.3% | -4.2% | -2.1% | -5.6% |
| 30D | -3.9% | -7.6% | +3.7% | -2.7% |
| 3M | +3.3% | -1.6% | +4.9% | +3.5% |
| 6M | +1.4% | -6.3% | +7.8% | +2.3% |
| YTD | +21.0% | +14.6% | +6.4% | +17.8% |
| 1Y | +22.4% | +1.6% | +20.8% | +21.7% |
| All | +12.8% | +1.8% | +11.0% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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