+22.8%
SBUX vs HAL
+69.2%
-46.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.0% | -0.6% |
| 7D | -6.2% | -3.3% | -3.0% | -6.0% |
| 30D | -6.4% | +7.2% | -13.7% | -6.9% |
| 3M | +1.0% | -8.8% | +9.8% | +2.1% |
| 6M | -0.4% | +3.0% | -3.4% | -1.3% |
| YTD | +20.0% | +29.4% | -9.4% | +15.3% |
| 1Y | +22.8% | +62.8% | -40.1% | +14.7% |
| All | +22.8% | +69.2% | -46.4% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling