+123.9%
SBUX vs HRB
+209.1%
-85.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -5.5% | -8.0% | +2.5% | -3.7% |
| 30D | -8.5% | -16.0% | +7.5% | -5.0% |
| 3M | -2.9% | +26.9% | -29.8% | -8.7% |
| 6M | -1.5% | +51.1% | -52.7% | -12.1% |
| YTD | +19.4% | +7.1% | +12.3% | +15.5% |
| 1Y | +22.9% | -9.6% | +32.6% | +24.1% |
| 3Y | +11.3% | +25.4% | -14.1% | +0.4% |
| 5Y | -6.9% | +114.9% | -121.8% | -29.1% |
| All | +123.9% | +209.1% | -85.3% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling