+41.3%
SBUX vs HST
+76.4%
-35.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.3% | +3.4% | +4.3% |
| 7D | +6.3% | +3.3% | +3.0% | +5.3% |
| 30D | +16.2% | +16.4% | -0.2% | +11.3% |
| 3M | +5.1% | +5.5% | -0.4% | +3.4% |
| 6M | +5.7% | +31.1% | -25.4% | -4.5% |
| YTD | +32.6% | +55.9% | -23.3% | +11.1% |
| 1Y | +41.3% | +75.6% | -34.3% | +13.4% |
| All | +41.3% | +76.4% | -35.1% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling