+8,836.5%
HD vs SBUX
+45,371.7%
-36,535.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -0.9% | +1.7% |
| 7D | +3.6% | +4.8% | -1.2% | +2.1% |
| 30D | +21.6% | +20.6% | +1.0% | +14.8% |
| 3M | +0.1% | +4.3% | -4.1% | -1.2% |
| 6M | +13.0% | +5.5% | +7.5% | +11.1% |
| YTD | +4.9% | +32.3% | -27.4% | -4.2% |
| 1Y | -2.1% | +31.2% | -33.2% | -10.4% |
| 3Y | +32.6% | +14.8% | +17.8% | +22.1% |
| 5Y | +8.2% | +8.0% | +0.3% | +0.4% |
| 10Y | +257.9% | +148.7% | +109.2% | +154.7% |
| All | +8,836.5% | +45,371.7% | -36,535.2% | +1,671.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling