+14.8%
SBUX vs HAS
+204.3%
-189.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.3% |
| 7D | +4.8% | +2.2% | +2.7% | +4.2% |
| 30D | +20.6% | +29.6% | -9.0% | +11.9% |
| 3M | +4.3% | +30.3% | -26.0% | -3.5% |
| 6M | +5.5% | +25.6% | -20.1% | -1.7% |
| YTD | +32.3% | +50.8% | -18.5% | +15.5% |
| 1Y | +31.2% | +63.0% | -31.9% | +11.6% |
| 3Y | +14.8% | +211.6% | -196.8% | -15.7% |
| All | +14.8% | +204.3% | -189.5% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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