+2,782.0%
SBUX vs HBM
+456.2%
+2,325.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | +1.6% | +2.2% | -0.7% | +1.3% |
| 30D | +14.8% | -11.8% | +26.6% | +16.5% |
| 3M | -0.8% | -19.2% | +18.4% | +1.5% |
| 6M | +2.2% | -22.9% | +25.1% | +4.1% |
| YTD | +29.5% | +7.8% | +21.7% | +24.6% |
| 1Y | +27.0% | +34.9% | -7.9% | +18.3% |
| 3Y | +10.9% | +422.2% | -411.3% | -17.0% |
| 5Y | +7.4% | +192.8% | -185.4% | -15.9% |
| 10Y | +146.3% | +281.1% | -134.8% | +62.6% |
| All | +2,782.0% | +456.2% | +2,325.8% | +1,378.5% |
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