+1,778.6%
SBUX vs KDP
+1,356.4%
+422.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.8% |
| 7D | +0.2% | +4.0% | -3.8% | -1.5% |
| 30D | +19.1% | +16.8% | +2.3% | +11.3% |
| 3M | +3.6% | +32.0% | -28.4% | -8.4% |
| 6M | +5.1% | +35.2% | -30.0% | -8.3% |
| YTD | +32.9% | +40.9% | -8.0% | +13.1% |
| 1Y | +30.4% | +47.7% | -17.3% | +8.6% |
| 3Y | +13.0% | +34.8% | -21.8% | -3.8% |
| 5Y | +10.5% | +22.6% | -12.1% | -2.5% |
| 10Y | +152.8% | +266.4% | -113.7% | +26.5% |
| All | +1,778.6% | +1,356.4% | +422.2% | +282.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling