+43,351.9%
SBUX vs HSY
+3,537.2%
+39,814.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.4% |
| 7D | +1.6% | -2.1% | +3.7% | +2.3% |
| 30D | +14.8% | +6.1% | +8.7% | +12.2% |
| 3M | -0.8% | -5.6% | +4.8% | +1.0% |
| 6M | +2.2% | -9.5% | +11.8% | +5.3% |
| YTD | +29.5% | -2.1% | +31.6% | +28.8% |
| 1Y | +27.0% | +0.8% | +26.2% | +25.0% |
| 3Y | +10.9% | -2.1% | +13.1% | +7.3% |
| 5Y | +7.4% | +11.2% | -3.8% | -2.2% |
| 10Y | +146.3% | +128.3% | +18.0% | +70.0% |
| All | +43,351.9% | +3,537.2% | +39,814.7% | +11,851.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling