+362.8%
HPE vs SBUX
-4.5%
+367.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.1% | +5.8% |
| 7D | +13.6% | -6.3% | +19.9% | +16.0% |
| 30D | +7.7% | -3.9% | +11.6% | +9.1% |
| 3M | +22.4% | +3.3% | +19.1% | +20.6% |
| 6M | +172.6% | +1.4% | +171.2% | +168.2% |
| YTD | +147.5% | +21.0% | +126.6% | +128.2% |
| 1Y | +151.8% | +22.4% | +129.4% | +129.4% |
| 3Y | +267.1% | +13.2% | +253.8% | +240.3% |
| 5Y | +362.8% | -5.2% | +367.9% | +330.2% |
| All | +362.8% | -4.5% | +367.3% | +330.2% |
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