+123.9%
SBUX vs HBAN
+163.4%
-39.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -5.5% | -1.0% | -4.5% | -5.1% |
| 30D | -8.5% | -5.6% | -2.9% | -6.6% |
| 3M | -2.9% | -1.1% | -1.8% | -2.6% |
| 6M | -1.5% | +9.9% | -11.4% | -5.0% |
| YTD | +19.4% | -0.9% | +20.3% | +19.1% |
| 1Y | +22.9% | -1.4% | +24.3% | +22.5% |
| 3Y | +11.3% | +78.2% | -66.9% | -10.9% |
| 5Y | -6.9% | +37.0% | -43.9% | -20.7% |
| All | +123.9% | +163.4% | -39.6% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 10y: compounded portfolio wealth divided by compounded HBAN 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…
10y analysis · Full analysis span regression · 6 months rolling