-6.4%
SBUX vs HON
+1.7%
-8.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.2% |
| 7D | -6.2% | -2.6% | -3.6% | -5.0% |
| 30D | -6.4% | -11.9% | +5.4% | -0.6% |
| 3M | +1.0% | -6.1% | +7.1% | +2.8% |
| 6M | -0.4% | -19.2% | +18.8% | +9.4% |
| YTD | +20.0% | +0.2% | +19.8% | +15.8% |
| 1Y | +22.8% | -1.5% | +24.3% | +19.2% |
| 3Y | +12.3% | +17.9% | -5.6% | -5.0% |
| 5Y | -6.4% | +1.9% | -8.3% | -16.6% |
| All | -6.4% | +1.7% | -8.1% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling