+621.7%
HPE vs SBUX
+118.5%
+503.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -3.9% |
| 7D | -0.6% | -3.1% | +2.5% | +0.9% |
| 30D | -2.3% | -0.9% | -1.4% | -1.9% |
| 3M | -2.9% | +11.6% | -14.5% | -8.2% |
| 6M | +143.6% | +8.8% | +134.8% | +130.7% |
| YTD | +118.5% | +26.3% | +92.2% | +92.1% |
| 1Y | +129.2% | +23.1% | +106.1% | +102.0% |
| 3Y | +212.5% | +15.0% | +197.6% | +174.5% |
| 5Y | +286.9% | +0.4% | +286.5% | +258.3% |
| 10Y | +432.3% | +130.7% | +301.7% | +186.6% |
| All | +621.7% | +118.5% | +503.3% | +302.9% |
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