-2.7%
SBUX vs KDP
+6.3%
-9.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.2% | -2.3% |
| 7D | -3.9% | +2.1% | -6.0% | -4.6% |
| 30D | -2.8% | +8.5% | -11.3% | -5.6% |
| 3M | +8.2% | +6.6% | +1.6% | +5.6% |
| 6M | +4.3% | +17.1% | -12.8% | -1.8% |
| YTD | +23.3% | +19.0% | +4.3% | +15.1% |
| 1Y | +24.3% | +21.8% | +2.5% | +14.6% |
| 3Y | +15.5% | +6.4% | +9.0% | +10.8% |
| 5Y | -2.7% | +5.1% | -7.9% | -4.0% |
| All | -2.7% | +6.3% | -9.0% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling