+41,298.9%
SBUX vs HRB
+1,493.1%
+39,805.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.5% | +4.1% | -0.5% |
| 7D | -3.9% | -9.1% | +5.2% | -1.3% |
| 30D | -2.8% | +0.3% | -3.1% | -3.4% |
| 3M | +8.2% | +23.4% | -15.2% | +0.8% |
| 6M | +4.3% | +45.1% | -40.9% | -8.7% |
| YTD | +23.3% | +8.9% | +14.5% | +16.6% |
| 1Y | +24.3% | -7.9% | +32.2% | +23.1% |
| 3Y | +15.5% | +27.9% | -12.5% | +1.1% |
| 5Y | -2.7% | +108.3% | -111.0% | -28.4% |
| 10Y | +128.8% | +208.4% | -79.6% | +36.5% |
| All | +41,298.9% | +1,493.1% | +39,805.8% | +12,301.8% |
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