+18.5%
SBUX vs DPZ
-7.0%
+25.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.9% |
| 7D | -3.1% | -2.5% | -0.6% | -2.5% |
| 30D | -0.9% | -7.0% | +6.1% | +0.7% |
| 3M | +11.6% | +11.6% | 0.0% | +8.2% |
| 6M | +8.8% | -15.2% | +24.0% | +12.8% |
| YTD | +26.3% | -17.2% | +43.6% | +31.6% |
| 1Y | +23.1% | -24.8% | +48.0% | +31.5% |
| All | +18.5% | -7.0% | +25.5% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling