+8,018.0%
HD vs SBUX
+43,306.7%
-35,288.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.3% |
| 7D | -2.1% | -3.1% | +1.1% | -1.1% |
| 30D | -8.4% | -0.9% | -7.5% | -8.2% |
| 3M | +4.3% | +11.6% | -7.3% | +0.8% |
| 6M | -11.1% | +8.8% | -19.9% | -13.8% |
| YTD | -4.7% | +26.3% | -31.0% | -11.8% |
| 1Y | -19.8% | +23.1% | -42.9% | -25.4% |
| 3Y | +4.1% | +15.0% | -10.9% | -4.4% |
| 5Y | +10.3% | +0.4% | +10.0% | +4.3% |
| 10Y | +203.2% | +130.7% | +72.5% | +120.6% |
| All | +8,018.0% | +43,306.7% | -35,288.8% | +1,530.9% |
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