+41.3%
SBUX vs BHP
+53.4%
-12.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +4.4% |
| 7D | +6.3% | -2.5% | +8.8% | +6.6% |
| 30D | +16.2% | -7.7% | +23.9% | +17.2% |
| 3M | +5.1% | -6.4% | +11.5% | +5.7% |
| 6M | +5.7% | +5.2% | +0.6% | +2.7% |
| YTD | +32.6% | +38.3% | -5.7% | +17.7% |
| 1Y | +41.3% | +53.4% | -12.1% | +18.0% |
| All | +41.3% | +53.4% | -12.1% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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