+125.0%
SBUX vs HAL
+5.2%
+119.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.0% | -0.2% |
| 7D | -6.2% | -3.3% | -3.0% | -5.6% |
| 30D | -6.4% | +7.2% | -13.7% | -7.9% |
| 3M | +1.0% | -8.8% | +9.8% | +2.6% |
| 6M | -0.4% | +3.0% | -3.4% | -1.8% |
| YTD | +20.0% | +29.4% | -9.4% | +12.5% |
| 1Y | +22.8% | +62.8% | -40.1% | +9.1% |
| 3Y | +12.3% | -6.4% | +18.7% | +9.7% |
| 5Y | -6.4% | +103.6% | -110.0% | -25.8% |
| All | +125.0% | +5.2% | +119.8% | +52.0% |
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