+139.3%
HOOD vs SBUX
+0.6%
+138.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.8% | -0.8% | +0.7% |
| 7D | -0.6% | +4.8% | -5.4% | -3.3% |
| 30D | -23.6% | +20.6% | -44.2% | -31.8% |
| 3M | -10.7% | +4.3% | -14.9% | -13.2% |
| 6M | +8.2% | +5.5% | +2.7% | +3.4% |
| YTD | -26.3% | +32.3% | -58.7% | -40.1% |
| 1Y | -36.1% | +31.2% | -67.2% | -48.0% |
| 3Y | +950.7% | +14.8% | +935.9% | +833.1% |
| 5Y | +127.0% | +8.0% | +119.1% | +56.2% |
| All | +139.3% | +0.6% | +138.7% | +22.6% |
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