+123.6%
HOOD vs SBUX
-1.6%
+125.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | -3.8% | +1.6% | -5.3% | -4.6% |
| 30D | -23.0% | +14.8% | -37.8% | -29.1% |
| 3M | -21.6% | -0.8% | -20.8% | -21.5% |
| 6M | +1.4% | +2.2% | -0.8% | -1.1% |
| YTD | -31.2% | +29.5% | -60.6% | -43.3% |
| 1Y | -35.9% | +27.0% | -63.0% | -46.7% |
| 3Y | +836.9% | +10.9% | +826.0% | +752.9% |
| 5Y | +121.1% | +7.4% | +113.7% | +55.1% |
| All | +123.6% | -1.6% | +125.2% | +16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling