-2.7%
SBUX vs KHC
-10.2%
+7.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -3.9% | -2.2% | -1.7% | -3.3% |
| 30D | -2.8% | -0.1% | -2.7% | -2.9% |
| 3M | +8.2% | +8.3% | -0.1% | +5.3% |
| 6M | +4.3% | +5.0% | -0.7% | +2.3% |
| YTD | +23.3% | +8.0% | +15.3% | +19.6% |
| 1Y | +24.3% | -1.1% | +25.4% | +23.8% |
| 3Y | +15.5% | -10.7% | +26.2% | +18.8% |
| 5Y | -2.7% | -13.5% | +10.8% | +1.3% |
| All | -2.7% | -10.2% | +7.5% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling