+42,297.2%
SBUX vs CHD
+6,788.3%
+35,508.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | -3.1% | -2.7% | -0.5% | -2.3% |
| 30D | -0.9% | -4.6% | +3.7% | +0.5% |
| 3M | +11.6% | +5.0% | +6.6% | +9.8% |
| 6M | +8.8% | -3.2% | +12.0% | +9.4% |
| YTD | +26.3% | +18.6% | +7.7% | +19.3% |
| 1Y | +23.1% | +4.8% | +18.3% | +20.3% |
| 3Y | +15.0% | +6.1% | +8.8% | +10.8% |
| 5Y | +0.4% | +24.0% | -23.6% | -8.9% |
| 10Y | +130.7% | +124.5% | +6.2% | +69.3% |
| All | +42,297.2% | +6,788.3% | +35,508.9% | +14,302.5% |
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