+10.9%
SBUX vs HAL
-5.8%
+16.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.8% |
| 7D | +1.6% | +6.1% | -4.5% | +0.4% |
| 30D | +14.8% | +2.9% | +11.9% | +13.9% |
| 3M | -0.8% | +3.3% | -4.1% | -1.9% |
| 6M | +2.2% | -16.9% | +19.1% | +5.9% |
| YTD | +29.5% | +21.2% | +8.3% | +21.0% |
| 1Y | +27.0% | +27.5% | -0.5% | +16.9% |
| 3Y | +10.9% | -6.4% | +17.4% | -2.6% |
| All | +10.9% | -5.8% | +16.7% | -2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling