+8,584.9%
HD vs SBUX
+43,697.3%
-35,112.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | +4.3% | +1.7% | +2.7% | +3.9% |
| 30D | +20.2% | +12.6% | +7.5% | +16.0% |
| 3M | -1.0% | +0.8% | -1.8% | -1.3% |
| 6M | +7.9% | +0.2% | +7.7% | +7.8% |
| YTD | +2.0% | +27.4% | -25.5% | -5.8% |
| 1Y | -4.3% | +31.5% | -35.8% | -12.5% |
| 3Y | +25.9% | +9.3% | +16.7% | +17.8% |
| 5Y | +5.8% | +1.5% | +4.3% | 0.0% |
| 10Y | +262.5% | +147.9% | +114.6% | +158.5% |
| All | +8,584.9% | +43,697.3% | -35,112.4% | +1,641.3% |
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