-4.6%
HD vs SBUX
+38.6%
-43.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.7% | +1.8% | +4.7% |
| 7D | +11.9% | +6.3% | +5.6% | +9.4% |
| 30D | +26.4% | +16.2% | +10.3% | +19.7% |
| 3M | +2.8% | +5.1% | -2.3% | +0.5% |
| 6M | +15.5% | +5.7% | +9.7% | +12.2% |
| YTD | +5.5% | +32.6% | -27.1% | -5.5% |
| 1Y | -4.6% | +41.3% | -45.9% | -17.5% |
| All | -4.6% | +38.6% | -43.2% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 1y: compounded portfolio wealth divided by compounded SBUX 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…
1y analysis · Full analysis span regression · 6 months rolling