+22.8%
SBUX vs GEHC
-18.2%
+41.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | -6.2% | -7.9% | +1.6% | -5.3% |
| 30D | -6.4% | -11.7% | +5.3% | -5.1% |
| 3M | +1.0% | +0.8% | +0.2% | +0.8% |
| 6M | -0.4% | -11.6% | +11.2% | +1.6% |
| YTD | +20.0% | -21.6% | +41.5% | +25.7% |
| 1Y | +22.8% | -15.3% | +38.1% | +25.4% |
| All | +22.8% | -18.2% | +41.0% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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