+3.0%
SBUX vs ALHC
-64.2%
+67.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.4% |
| 7D | +1.7% | +1.0% | +0.7% | +1.6% |
| 30D | +12.6% | -14.2% | +26.8% | +14.0% |
| 3M | +0.8% | -45.1% | +46.0% | +5.8% |
| 6M | +0.2% | -59.5% | +59.7% | +6.8% |
| YTD | +27.4% | -62.8% | +90.3% | +36.3% |
| 1Y | +31.5% | -55.5% | +87.0% | +38.0% |
| 3Y | +9.3% | +25.7% | -16.4% | -2.6% |
| All | +3.0% | -64.2% | +67.2% | -4.7% |
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 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