+292.4%
HPE vs SBUX
+7.6%
+284.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.6% |
| 7D | +13.6% | +1.0% | +12.6% | +13.2% |
| 30D | -27.1% | +16.6% | -43.7% | -30.7% |
| 3M | -14.5% | -0.6% | -13.9% | -14.5% |
| 6M | +66.9% | +1.8% | +65.1% | +64.8% |
| YTD | +111.3% | +29.7% | +81.6% | +89.8% |
| 1Y | +117.5% | +26.1% | +91.4% | +96.9% |
| 3Y | +238.1% | +10.3% | +227.8% | +219.5% |
| 5Y | +292.4% | +7.6% | +284.8% | +260.1% |
| All | +292.4% | +7.6% | +284.8% | +260.1% |
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 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