+2,788.5%
SBUX vs HDB
+4,239.1%
-1,450.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.1% |
| 7D | +1.0% | +4.1% | -3.1% | -0.1% |
| 30D | +16.6% | +13.0% | +3.6% | +12.6% |
| 3M | -0.6% | +11.3% | -11.8% | -3.7% |
| 6M | +1.8% | +6.9% | -5.1% | -0.8% |
| YTD | +29.7% | -29.6% | +59.3% | +41.5% |
| 1Y | +26.1% | -29.5% | +55.6% | +37.4% |
| 3Y | +10.3% | -8.1% | +18.4% | +9.1% |
| 5Y | +7.6% | -23.4% | +31.0% | +10.6% |
| 10Y | +146.7% | +62.9% | +83.8% | +94.8% |
| All | +2,788.5% | +4,239.1% | -1,450.6% | +985.5% |
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