-6.7%
SBUX vs HIG
+116.1%
-122.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.5% | -1.5% | -4.0% | -4.9% |
| 30D | -8.5% | -0.4% | -8.1% | -8.4% |
| 3M | -2.9% | +6.7% | -9.6% | -5.7% |
| 6M | -1.5% | +2.0% | -3.5% | -2.8% |
| YTD | +19.4% | +0.3% | +19.1% | +18.5% |
| 1Y | +22.9% | +4.2% | +18.8% | +19.8% |
| 3Y | +11.3% | +102.2% | -90.9% | -21.8% |
| All | -6.7% | +116.1% | -122.8% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 5y: compounded portfolio wealth divided by compounded HIG 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…
5y analysis · Full analysis span regression · 6 months rolling