+41.3%
SBUX vs ALHC
-51.4%
+92.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +10.1% | -5.4% | +4.0% |
| 7D | +6.3% | -0.5% | +6.8% | +6.2% |
| 30D | +16.2% | -4.2% | +20.4% | +16.3% |
| 3M | +5.1% | -39.8% | +44.9% | +8.1% |
| 6M | +5.7% | -57.7% | +63.5% | +9.5% |
| YTD | +32.6% | -58.8% | +91.4% | +34.1% |
| 1Y | +41.3% | -52.4% | +93.7% | +38.8% |
| All | +41.3% | -51.4% | +92.8% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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