+489.7%
HPE vs SBUX
+128.3%
+361.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.8% | -5.4% | -5.9% |
| 7D | +1.4% | -6.2% | +7.7% | +4.4% |
| 30D | +1.5% | -6.4% | +8.0% | +4.6% |
| 3M | +21.7% | +1.0% | +20.7% | +20.6% |
| 6M | +164.2% | -0.4% | +164.6% | +160.7% |
| YTD | +132.1% | +20.0% | +112.1% | +109.1% |
| 1Y | +130.6% | +22.8% | +107.9% | +103.4% |
| 3Y | +244.1% | +12.3% | +231.8% | +205.3% |
| 5Y | +340.8% | -6.4% | +347.2% | +324.2% |
| All | +489.7% | +128.3% | +361.5% | +223.7% |
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