+250.7%
HOOD vs SBUX
-4.0%
+254.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.3% |
| 7D | +17.1% | -3.1% | +20.3% | +19.3% |
| 30D | +31.6% | -0.9% | +32.5% | +32.1% |
| 3M | +38.2% | +11.6% | +26.6% | +28.0% |
| 6M | +48.5% | +8.8% | +39.7% | +37.8% |
| YTD | +8.0% | +26.3% | -18.3% | -9.6% |
| 1Y | +18.7% | +23.1% | -4.5% | +0.4% |
| 3Y | +999.1% | +15.0% | +984.1% | +859.2% |
| 5Y | +181.7% | +0.4% | +181.3% | +83.4% |
| All | +250.7% | -4.0% | +254.6% | +85.1% |
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 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