+42,297.2%
SBUX vs BHP
+5,026.9%
+37,270.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.2% |
| 7D | -3.1% | -2.9% | -0.2% | -2.3% |
| 30D | -0.9% | +3.4% | -4.2% | -2.0% |
| 3M | +11.6% | +4.1% | +7.5% | +9.5% |
| 6M | +8.8% | +20.6% | -11.8% | +1.6% |
| YTD | +26.3% | +56.1% | -29.7% | +8.9% |
| 1Y | +23.1% | +69.6% | -46.5% | +3.3% |
| 3Y | +15.0% | +78.8% | -63.9% | -6.3% |
| 5Y | +0.4% | +113.1% | -112.7% | -24.2% |
| 10Y | +130.7% | +505.9% | -375.2% | +23.4% |
| All | +42,297.2% | +5,026.9% | +37,270.3% | +11,942.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling