+123.9%
SBUX vs HON
+136.9%
-13.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | -3.5% | -2.0% | -3.6% |
| 30D | -8.5% | -13.8% | +5.3% | -0.5% |
| 3M | -2.9% | -11.7% | +8.8% | +3.0% |
| 6M | -1.5% | -18.7% | +17.2% | +9.0% |
| YTD | +19.4% | +0.2% | +19.1% | +15.8% |
| 1Y | +22.9% | -3.1% | +26.0% | +21.2% |
| 3Y | +11.3% | +17.0% | -5.7% | -4.4% |
| 5Y | -6.9% | +2.0% | -8.9% | -13.6% |
| All | +123.9% | +136.9% | -13.1% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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