+14.8%
SBUX vs KDP
+29.0%
-14.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.6% |
| 7D | +4.8% | +0.3% | +4.5% | +4.6% |
| 30D | +20.6% | +16.3% | +4.3% | +15.2% |
| 3M | +4.3% | +24.0% | -19.7% | -2.4% |
| 6M | +5.5% | +30.0% | -24.5% | -2.7% |
| YTD | +32.3% | +36.1% | -3.8% | +19.8% |
| 1Y | +31.2% | +46.8% | -15.7% | +15.7% |
| 3Y | +14.8% | +30.5% | -15.7% | +2.7% |
| All | +14.8% | +29.0% | -14.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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