+193.0%
HOOD vs SBUX
-1.1%
+194.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.4% | -1.6% | -2.4% |
| 7D | +13.4% | -3.9% | +17.3% | +16.2% |
| 30D | +25.8% | -2.8% | +28.6% | +27.9% |
| 3M | +38.0% | +8.2% | +29.8% | +30.2% |
| 6M | +52.2% | +4.3% | +48.0% | +45.0% |
| YTD | +3.7% | +23.3% | -19.6% | -12.2% |
| 1Y | +0.1% | +24.3% | -24.2% | -16.3% |
| 3Y | +992.6% | +15.5% | +977.1% | +835.0% |
| 5Y | +193.0% | -2.7% | +195.7% | +126.8% |
| All | +193.0% | -1.1% | +194.1% | +126.8% |
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