+33.3%
SBUX vs ALHC
-52.7%
+86.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.5% | -5.0% | 0.0% |
| 7D | +4.9% | +3.8% | +1.2% | +4.7% |
| 30D | +21.2% | +1.7% | +19.5% | +20.9% |
| 3M | +5.7% | -44.3% | +50.0% | +9.3% |
| 6M | +6.0% | -57.2% | +63.2% | +9.7% |
| YTD | +32.9% | -61.2% | +94.1% | +34.2% |
| 1Y | +33.3% | -53.2% | +86.5% | +27.2% |
| All | +33.3% | -52.7% | +86.0% | +27.2% |
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