+9.3%
SBUX vs ALHC
+21.9%
-12.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.5% |
| 7D | +1.7% | +1.0% | +0.7% | +1.6% |
| 30D | +12.6% | -14.2% | +26.8% | +13.5% |
| 3M | +0.8% | -45.1% | +46.0% | +3.6% |
| 6M | +0.2% | -59.5% | +59.7% | +3.7% |
| YTD | +27.4% | -62.8% | +90.3% | +32.0% |
| 1Y | +31.5% | -55.5% | +87.0% | +35.0% |
| 3Y | +9.3% | +25.7% | -16.4% | +2.7% |
| All | +9.3% | +21.9% | -12.7% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling