+42,297.2%
SBUX vs HAL
+976.7%
+41,320.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -3.1% | +2.9% | -6.1% | -3.7% |
| 30D | -0.9% | +17.0% | -17.9% | -4.1% |
| 3M | +11.6% | -9.7% | +21.3% | +13.4% |
| 6M | +8.8% | +8.6% | +0.2% | +6.2% |
| YTD | +26.3% | +33.0% | -6.7% | +18.1% |
| 1Y | +23.1% | +68.3% | -45.2% | +9.3% |
| 3Y | +15.0% | +0.1% | +14.8% | +11.4% |
| 5Y | +0.4% | +102.6% | -102.3% | -18.9% |
| 10Y | +130.7% | +3.8% | +126.9% | +87.8% |
| All | +42,297.2% | +976.7% | +41,320.5% | +20,330.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling