+43,351.9%
SBUX vs CHD
+7,820.1%
+35,531.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.6% |
| 7D | +1.6% | +3.6% | -2.1% | +0.5% |
| 30D | +14.8% | +10.4% | +4.4% | +11.5% |
| 3M | -0.8% | +12.2% | -13.0% | -4.2% |
| 6M | +2.2% | +19.9% | -17.7% | -3.4% |
| YTD | +29.5% | +36.4% | -7.0% | +17.2% |
| 1Y | +27.0% | +35.1% | -8.1% | +15.3% |
| 3Y | +10.9% | +29.2% | -18.3% | +0.9% |
| 5Y | +7.4% | +33.4% | -26.0% | -4.5% |
| 10Y | +146.3% | +195.0% | -48.8% | +66.4% |
| All | +43,351.9% | +7,820.1% | +35,531.8% | +14,053.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling