+40,166.6%
SBUX vs HBAN
+442.0%
+39,724.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | -6.2% | -1.9% | -4.3% | -5.8% |
| 30D | -6.4% | -5.9% | -0.6% | -5.1% |
| 3M | +1.0% | +0.2% | +0.8% | +0.9% |
| 6M | -0.4% | +6.6% | -7.0% | -2.0% |
| YTD | +20.0% | -1.7% | +21.7% | +20.1% |
| 1Y | +22.8% | -1.7% | +24.5% | +22.7% |
| 3Y | +12.3% | +74.9% | -62.6% | -2.4% |
| 5Y | -6.4% | +36.0% | -42.4% | -15.2% |
| 10Y | +126.5% | +156.9% | -30.4% | +71.1% |
| All | +40,166.6% | +442.0% | +39,724.6% | +19,935.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling