+41,298.9%
SBUX vs HPQ
+1,901.8%
+39,397.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.5% | +2.1% | -1.0% |
| 7D | -3.9% | -0.5% | -3.4% | -3.8% |
| 30D | -2.8% | +3.7% | -6.6% | -4.1% |
| 3M | +8.2% | +24.3% | -16.1% | +0.7% |
| 6M | +4.3% | +64.8% | -60.5% | -12.1% |
| YTD | +23.3% | +43.9% | -20.6% | +7.9% |
| 1Y | +24.3% | +11.7% | +12.6% | +16.6% |
| 3Y | +15.5% | +19.7% | -4.2% | +4.1% |
| 5Y | -2.7% | +32.2% | -34.9% | -16.7% |
| 10Y | +128.8% | +198.9% | -70.1% | +47.7% |
| All | +41,298.9% | +1,901.8% | +39,397.0% | +12,123.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling