+145.0%
SBUX vs HAL
-13.9%
+158.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.8% |
| 7D | +1.6% | +6.1% | -4.5% | +0.3% |
| 30D | +14.8% | +2.9% | +11.9% | +14.0% |
| 3M | -0.8% | +3.3% | -4.1% | -1.8% |
| 6M | +2.2% | -16.9% | +19.1% | +5.5% |
| YTD | +29.5% | +21.2% | +8.3% | +22.7% |
| 1Y | +27.0% | +27.5% | -0.5% | +19.0% |
| 3Y | +10.9% | -6.4% | +17.4% | +8.3% |
| 5Y | +7.4% | +58.0% | -50.6% | -10.0% |
| All | +145.0% | -13.9% | +158.9% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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