+42,297.2%
SBUX vs HAS
+1,512.1%
+40,785.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -3.1% | -1.8% | -1.3% | -2.6% |
| 30D | -0.9% | +2.3% | -3.1% | -1.6% |
| 3M | +11.6% | +10.4% | +1.2% | +8.0% |
| 6M | +8.8% | -3.2% | +12.0% | +8.9% |
| YTD | +26.3% | +15.4% | +10.9% | +19.7% |
| 1Y | +23.1% | +18.8% | +4.3% | +15.5% |
| 3Y | +15.0% | +43.9% | -29.0% | -0.6% |
| 5Y | +0.4% | +13.9% | -13.5% | -8.6% |
| 10Y | +130.7% | +56.4% | +74.3% | +80.2% |
| All | +42,297.2% | +1,512.1% | +40,785.2% | +16,934.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling