+42,297.2%
SBUX vs HSY
+3,513.8%
+38,783.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.9% |
| 7D | -3.1% | -3.3% | +0.2% | -2.0% |
| 30D | -0.9% | -2.8% | +1.9% | 0.0% |
| 3M | +11.6% | -4.5% | +16.1% | +13.1% |
| 6M | +8.8% | -24.2% | +33.0% | +19.5% |
| YTD | +26.3% | -2.7% | +29.0% | +26.2% |
| 1Y | +23.1% | -3.7% | +26.9% | +23.2% |
| 3Y | +15.0% | -11.5% | +26.4% | +15.7% |
| 5Y | +0.4% | +10.3% | -10.0% | -8.1% |
| 10Y | +130.7% | +122.1% | +8.6% | +60.9% |
| All | +42,297.2% | +3,513.8% | +38,783.4% | +11,614.3% |
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