+145.0%
SBUX vs KHC
-50.5%
+195.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.9% |
| 7D | +1.6% | +2.0% | -0.5% | +1.0% |
| 30D | +14.8% | +10.6% | +4.2% | +11.4% |
| 3M | -0.8% | +0.5% | -1.3% | -1.2% |
| 6M | +2.2% | +12.1% | -9.8% | -1.7% |
| YTD | +29.5% | +8.9% | +20.5% | +24.8% |
| 1Y | +27.0% | +7.5% | +19.5% | +23.0% |
| 3Y | +10.9% | -10.7% | +21.7% | +12.9% |
| 5Y | +7.4% | -13.2% | +20.6% | +8.9% |
| All | +145.0% | -50.5% | +195.5% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 10y: compounded portfolio wealth divided by compounded KHC 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…
10y analysis · Full analysis span regression · 6 months rolling