+113.0%
HOOD vs SBUX
+1.8%
+111.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.9% | +3.7% |
| 7D | -4.8% | +1.7% | -6.5% | -5.7% |
| 30D | -26.1% | +12.6% | -38.8% | -31.5% |
| 3M | -10.8% | +0.8% | -11.6% | -11.6% |
| 6M | +2.4% | +0.2% | +2.2% | +1.0% |
| YTD | -28.5% | +27.4% | -55.9% | -41.1% |
| 1Y | -36.3% | +31.5% | -67.8% | -49.0% |
| 3Y | +743.7% | +9.3% | +734.4% | +672.6% |
| All | +113.0% | +1.8% | +111.2% | +60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling