+145.0%
SBUX vs SHW
+339.2%
-194.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.6% | +1.9% | -0.3% | +0.7% |
| 30D | +14.8% | +8.1% | +6.8% | +10.6% |
| 3M | -0.8% | -2.8% | +2.0% | +0.2% |
| 6M | +2.2% | +15.0% | -12.8% | -5.2% |
| YTD | +29.5% | +9.0% | +20.5% | +22.4% |
| 1Y | +27.0% | +4.5% | +22.5% | +22.6% |
| 3Y | +10.9% | +41.9% | -30.9% | -9.8% |
| 5Y | +7.4% | +10.7% | -3.3% | -3.2% |
| All | +145.0% | +339.2% | -194.3% | +24.4% |
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