+42,678.7%
SBUX vs HST
+3,105.8%
+39,572.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.7% | -2.7% | +4.4% | +2.5% |
| 30D | +12.6% | +10.7% | +1.9% | +9.2% |
| 3M | +0.8% | +6.3% | -5.4% | -1.1% |
| 6M | +0.2% | +19.0% | -18.8% | -5.4% |
| YTD | +27.4% | +47.0% | -19.6% | +12.7% |
| 1Y | +31.5% | +53.4% | -22.0% | +14.7% |
| 3Y | +9.3% | +78.0% | -68.7% | -9.7% |
| 5Y | +1.5% | +71.7% | -70.2% | -16.8% |
| 10Y | +147.9% | +146.2% | +1.7% | +71.7% |
| All | +42,678.7% | +3,105.8% | +39,572.9% | +18,253.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling