-2.7%
SBUX vs DPZ
-30.2%
+27.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -1.8% |
| 7D | -3.9% | -1.5% | -2.4% | -3.5% |
| 30D | -2.8% | -4.4% | +1.6% | -1.6% |
| 3M | +8.2% | +7.6% | +0.6% | +5.2% |
| 6M | +4.3% | -16.9% | +21.2% | +9.8% |
| YTD | +23.3% | -18.6% | +42.0% | +30.4% |
| 1Y | +24.3% | -26.7% | +50.9% | +35.9% |
| 3Y | +15.5% | -9.3% | +24.8% | +14.4% |
| 5Y | -2.7% | -31.0% | +28.3% | +6.4% |
| All | -2.7% | -30.2% | +27.5% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling