+152.8%
SBUX vs DPZ
+129.5%
+23.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | +0.1% |
| 7D | +0.2% | -3.5% | +3.7% | +1.1% |
| 30D | +19.1% | +5.7% | +13.4% | +17.3% |
| 3M | +3.6% | -7.5% | +11.1% | +5.6% |
| 6M | +5.1% | +6.2% | -1.1% | +2.9% |
| YTD | +32.9% | -19.8% | +52.6% | +39.5% |
| 1Y | +30.4% | -18.0% | +48.4% | +36.0% |
| 3Y | +13.0% | -8.8% | +21.8% | +12.9% |
| 5Y | +10.5% | -30.2% | +40.7% | +15.8% |
| 10Y | +152.8% | +132.0% | +20.8% | +105.8% |
| All | +152.8% | +129.5% | +23.2% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 10y: compounded portfolio wealth divided by compounded DPZ 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…
10y analysis · Full analysis span regression · 6 months rolling