+2,713.4%
SBUX vs HDB
+3,812.1%
-1,098.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.2% |
| 7D | -3.1% | +0.4% | -3.6% | -3.3% |
| 30D | -0.9% | -2.8% | +1.9% | -0.1% |
| 3M | +11.6% | -3.5% | +15.1% | +12.2% |
| 6M | +8.8% | -24.7% | +33.5% | +17.0% |
| YTD | +26.3% | -36.6% | +62.9% | +42.2% |
| 1Y | +23.1% | -34.4% | +57.5% | +37.1% |
| 3Y | +15.0% | -24.4% | +39.3% | +20.4% |
| 5Y | +0.4% | -35.4% | +35.7% | +8.5% |
| 10Y | +130.7% | +39.5% | +91.1% | +90.6% |
| All | +2,713.4% | +3,812.1% | -1,098.7% | +990.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling