-6.7%
SBUX vs EQH
+102.2%
-108.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.0% |
| 7D | -5.5% | +0.7% | -6.2% | -5.7% |
| 30D | -8.5% | +2.8% | -11.3% | -9.5% |
| 3M | -2.9% | +23.1% | -26.0% | -10.4% |
| 6M | -1.5% | +41.4% | -42.9% | -14.2% |
| YTD | +19.4% | +14.3% | +5.1% | +12.2% |
| 1Y | +22.9% | +1.6% | +21.3% | +20.4% |
| 3Y | +11.3% | +102.7% | -91.4% | -19.2% |
| All | -6.7% | +102.2% | -108.9% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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