+125.0%
SBUX vs HDB
+32.9%
+92.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | -6.2% | -6.2% | -0.1% | -4.6% |
| 30D | -6.4% | -6.2% | -0.2% | -4.8% |
| 3M | +1.0% | -5.9% | +6.9% | +2.2% |
| 6M | -0.4% | -25.9% | +25.5% | +7.4% |
| YTD | +20.0% | -40.2% | +60.2% | +36.9% |
| 1Y | +22.8% | -38.0% | +60.8% | +38.4% |
| 3Y | +12.3% | -30.5% | +42.8% | +20.1% |
| 5Y | -6.4% | -38.1% | +31.7% | +1.9% |
| All | +125.0% | +32.9% | +92.0% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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