+42,297.2%
SBUX vs HL
+126.0%
+42,171.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -1.1% |
| 7D | -3.1% | +1.5% | -4.6% | -3.2% |
| 30D | -0.9% | +25.1% | -25.9% | -2.2% |
| 3M | +11.6% | +22.9% | -11.3% | +10.0% |
| 6M | +8.8% | -4.9% | +13.7% | +8.4% |
| YTD | +26.3% | +7.8% | +18.5% | +24.6% |
| 1Y | +23.1% | +133.9% | -110.8% | +15.9% |
| 3Y | +15.0% | +380.9% | -365.9% | +2.6% |
| 5Y | +0.4% | +230.2% | -229.8% | -9.8% |
| 10Y | +130.7% | +265.6% | -134.9% | +96.6% |
| All | +42,297.2% | +126.0% | +42,171.2% | +37,868.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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