+15.0%
SBUX vs SHW
+23.1%
-8.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.6% |
| 7D | -3.9% | -1.2% | -2.7% | -3.5% |
| 30D | -2.8% | -11.6% | +8.8% | +1.4% |
| 3M | +8.2% | +9.1% | -0.9% | +4.0% |
| 6M | +4.3% | -0.7% | +4.9% | +3.5% |
| YTD | +23.3% | +1.4% | +22.0% | +21.2% |
| 1Y | +24.3% | -12.3% | +36.6% | +29.2% |
| All | +15.0% | +23.1% | -8.1% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling