+41,298.9%
SBUX vs HON
+3,280.1%
+38,018.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -3.9% | -0.8% | -3.1% | -3.6% |
| 30D | -2.8% | -15.2% | +12.3% | +4.0% |
| 3M | +8.2% | -6.0% | +14.2% | +10.1% |
| 6M | +4.3% | -14.9% | +19.1% | +10.3% |
| YTD | +23.3% | +3.2% | +20.2% | +20.0% |
| 1Y | +24.3% | 0.0% | +24.3% | +22.1% |
| 3Y | +15.5% | +21.5% | -6.0% | +3.7% |
| 5Y | -2.7% | +4.0% | -6.8% | -6.9% |
| 10Y | +128.8% | +138.4% | -9.5% | +55.3% |
| All | +41,298.9% | +3,280.1% | +38,018.7% | +10,985.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling