-5.2%
SBUX vs HAL
+112.2%
-117.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | -6.3% | -1.3% | -4.9% | -6.0% |
| 30D | -3.9% | +10.9% | -14.7% | -5.6% |
| 3M | +3.3% | -5.8% | +9.1% | +4.2% |
| 6M | +1.4% | +8.1% | -6.7% | -0.7% |
| YTD | +21.0% | +33.2% | -12.2% | +13.7% |
| 1Y | +22.4% | +74.2% | -51.8% | +8.9% |
| 3Y | +13.2% | -3.7% | +16.9% | +7.7% |
| 5Y | -5.2% | +111.9% | -117.1% | -19.7% |
| All | -5.2% | +112.2% | -117.4% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling