-2.7%
SBUX vs ALHC
-30.5%
+27.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | -3.9% | -1.0% | -2.9% | -3.8% |
| 30D | -2.8% | -6.3% | +3.5% | -2.3% |
| 3M | +8.2% | -12.3% | +20.5% | +8.3% |
| 6M | +4.3% | -27.0% | +31.3% | +5.7% |
| YTD | +23.3% | -31.8% | +55.2% | +25.6% |
| 1Y | +24.3% | -17.0% | +41.3% | +23.8% |
| 3Y | +15.5% | +159.8% | -144.4% | -4.9% |
| 5Y | -2.7% | -25.1% | +22.4% | -13.2% |
| All | -2.7% | -30.5% | +27.8% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling