+571.9%
HPE vs SBUX
+123.9%
+448.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | +7.9% | +1.6% | +6.3% | +7.1% |
| 30D | -23.5% | +14.8% | -38.3% | -28.3% |
| 3M | -19.1% | -0.8% | -18.3% | -19.3% |
| 6M | +51.4% | +2.2% | +49.2% | +47.7% |
| YTD | +103.4% | +29.5% | +74.0% | +75.7% |
| 1Y | +114.4% | +27.0% | +87.4% | +86.1% |
| 3Y | +224.7% | +10.9% | +213.7% | +190.9% |
| 5Y | +277.8% | +7.4% | +270.3% | +236.1% |
| 10Y | +371.1% | +146.3% | +224.8% | +142.5% |
| All | +571.9% | +123.9% | +448.0% | +268.4% |
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 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