+43,351.9%
SBUX vs HRB
+1,636.1%
+41,715.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.2% |
| 7D | +1.6% | -5.1% | +6.7% | +3.0% |
| 30D | +14.8% | +8.7% | +6.1% | +12.0% |
| 3M | -0.8% | -5.4% | +4.6% | +0.3% |
| 6M | +2.2% | +41.6% | -39.3% | -8.8% |
| YTD | +29.5% | +18.7% | +10.8% | +19.1% |
| 1Y | +27.0% | +16.4% | +10.6% | +17.4% |
| 3Y | +10.9% | +22.0% | -11.0% | -1.4% |
| 5Y | +7.4% | +141.2% | -133.8% | -24.3% |
| 10Y | +146.3% | +223.1% | -76.9% | +44.9% |
| All | +43,351.9% | +1,636.1% | +41,715.8% | +12,567.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling