+110.4%
SBUX vs GH
+467.1%
-356.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.3% |
| 7D | -5.5% | -2.5% | -3.0% | -5.2% |
| 30D | -8.5% | -4.7% | -3.8% | -8.0% |
| 3M | -2.9% | +20.2% | -23.1% | -5.6% |
| 6M | -1.5% | +78.8% | -80.3% | -9.8% |
| YTD | +19.4% | +54.1% | -34.7% | +11.3% |
| 1Y | +22.9% | +177.1% | -154.1% | +4.7% |
| 3Y | +11.3% | +371.6% | -360.3% | -16.0% |
| 5Y | -6.9% | +21.9% | -28.8% | -20.2% |
| All | +110.4% | +467.1% | -356.7% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 10y: compounded portfolio wealth divided by compounded GH 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…
10y analysis · Full analysis span regression · 6 months rolling