+22.9%
SBUX vs HBM
+97.2%
-74.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -5.5% | -3.3% | -2.2% | -5.4% |
| 30D | -8.5% | -4.8% | -3.6% | -8.4% |
| 3M | -2.9% | -0.4% | -2.5% | -2.9% |
| 6M | -1.5% | +17.9% | -19.4% | -4.2% |
| YTD | +19.4% | +33.7% | -14.3% | +14.1% |
| 1Y | +22.9% | +95.6% | -72.6% | +13.3% |
| All | +22.9% | +97.2% | -74.2% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling