+12.8%
SBUX vs GH
+378.9%
-366.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.0% |
| 7D | -6.3% | -0.2% | -6.1% | -6.2% |
| 30D | -3.9% | -2.6% | -1.2% | -3.7% |
| 3M | +3.3% | +25.1% | -21.8% | +1.2% |
| 6M | +1.4% | +78.5% | -77.0% | -3.9% |
| YTD | +21.0% | +59.4% | -38.4% | +15.4% |
| 1Y | +22.4% | +173.9% | -151.4% | +10.6% |
| All | +12.8% | +378.9% | -366.1% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling