+43,429.5%
SBUX vs HAL
+851.5%
+42,578.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +1.0% | +2.6% | -1.6% | +0.5% |
| 30D | +16.6% | -0.1% | +16.7% | +16.4% |
| 3M | -0.6% | -1.1% | +0.6% | -0.6% |
| 6M | +1.8% | -20.7% | +22.5% | +5.9% |
| YTD | +29.7% | +17.5% | +12.2% | +24.1% |
| 1Y | +26.1% | +24.1% | +1.9% | +19.1% |
| 3Y | +10.3% | -8.4% | +18.6% | +8.7% |
| 5Y | +7.6% | +53.2% | -45.6% | -7.9% |
| 10Y | +146.7% | -17.2% | +163.9% | +110.0% |
| All | +43,429.5% | +851.5% | +42,578.0% | +21,353.4% |
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