+11.3%
SBUX vs HPQ
+36.4%
-25.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.4% | -8.9% | -2.3% |
| 7D | -5.5% | +9.8% | -15.2% | -7.5% |
| 30D | -8.5% | +22.4% | -30.8% | -12.7% |
| 3M | -2.9% | +45.2% | -48.1% | -11.4% |
| 6M | -1.5% | +96.4% | -98.0% | -19.2% |
| YTD | +19.4% | +65.4% | -46.0% | +3.4% |
| 1Y | +22.9% | +31.6% | -8.6% | +14.6% |
| 3Y | +11.3% | +37.0% | -25.7% | -6.7% |
| All | +11.3% | +36.4% | -25.1% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 3y: compounded portfolio wealth divided by compounded HPQ 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…
3y analysis · Full analysis span regression · 6 months rolling