+2,645.8%
SBUX vs HBM
+654.4%
+1,991.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.8% | -8.1% | -3.1% |
| 7D | -3.9% | +7.4% | -11.3% | -4.8% |
| 30D | -2.8% | +5.1% | -7.9% | -3.6% |
| 3M | +8.2% | +11.1% | -2.9% | +5.8% |
| 6M | +4.3% | +30.2% | -26.0% | -1.2% |
| YTD | +23.3% | +46.2% | -22.9% | +14.4% |
| 1Y | +24.3% | +120.0% | -95.8% | +8.3% |
| 3Y | +15.5% | +527.4% | -512.0% | -15.5% |
| 5Y | -2.7% | +400.4% | -403.1% | -29.0% |
| 10Y | +128.8% | +621.5% | -492.7% | +39.1% |
| All | +2,645.8% | +654.4% | +1,991.4% | +1,257.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling