+125.0%
SBUX vs SHW
+281.7%
-156.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | -6.2% | -4.5% | -1.8% | -4.3% |
| 30D | -6.4% | -12.7% | +6.2% | -0.6% |
| 3M | +1.0% | +4.7% | -3.7% | -1.8% |
| 6M | -0.4% | -3.4% | +3.0% | +0.1% |
| YTD | +20.0% | -1.3% | +21.3% | +19.0% |
| 1Y | +22.8% | -10.4% | +33.1% | +27.1% |
| 3Y | +12.3% | +20.1% | -7.8% | -0.8% |
| 5Y | -6.4% | +10.5% | -16.9% | -16.1% |
| All | +125.0% | +281.7% | -156.7% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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