+1.6%
HYG vs SBUX
+38.6%
-37.0%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | +0.5% |
| 7D | -0.1% | +6.3% | -6.4% | -0.4% |
| 30D | +0.7% | +16.2% | -15.5% | +0.1% |
| 3M | -2.0% | +5.1% | -7.1% | -2.3% |
| 6M | -0.9% | +5.7% | -6.6% | -1.2% |
| YTD | +0.1% | +32.6% | -32.6% | -1.3% |
| 1Y | +1.6% | +41.3% | -39.7% | 0.0% |
| All | +1.6% | +38.6% | -37.0% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling