+7.3%
SBUX vs HRB
+140.6%
-133.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | 0.0% |
| 7D | +1.6% | -5.1% | +6.7% | +2.3% |
| 30D | +14.8% | +8.7% | +6.1% | +13.4% |
| 3M | -0.8% | -5.4% | +4.6% | -0.2% |
| 6M | +2.2% | +41.6% | -39.3% | -3.6% |
| YTD | +29.5% | +18.7% | +10.8% | +26.4% |
| 1Y | +27.0% | +16.4% | +10.6% | +24.5% |
| 3Y | +10.9% | +22.0% | -11.0% | +4.7% |
| All | +7.3% | +140.6% | -133.3% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling