+11.3%
SBUX vs HSY
-9.3%
+20.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -8.5% | -5.2% | -3.3% | -7.7% |
| 3M | -2.9% | -3.4% | +0.5% | -2.5% |
| 6M | -1.5% | -19.2% | +17.7% | +1.3% |
| YTD | +19.4% | -2.6% | +22.0% | +19.5% |
| 1Y | +22.9% | -3.8% | +26.7% | +23.0% |
| 3Y | +11.3% | -10.6% | +21.9% | +13.5% |
| All | +11.3% | -9.3% | +20.6% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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