+251.4%
HPE vs SBUX
+15.0%
+236.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.4% | +10.1% | +8.4% |
| 7D | +10.1% | -3.9% | +14.0% | +11.3% |
| 30D | +5.3% | -2.8% | +8.1% | +6.1% |
| 3M | +12.7% | +8.2% | +4.5% | +9.9% |
| 6M | +167.7% | +4.3% | +163.4% | +162.0% |
| YTD | +135.5% | +23.3% | +112.1% | +118.4% |
| 1Y | +143.4% | +24.3% | +119.1% | +123.8% |
| All | +251.4% | +15.0% | +236.4% | +232.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling