+6.7%
SBUX vs HTZ
-93.2%
+99.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | 0.0% |
| 7D | +1.6% | -8.5% | +10.1% | +2.2% |
| 30D | +14.8% | -18.9% | +33.7% | +16.2% |
| 3M | -0.8% | -36.0% | +35.2% | +1.9% |
| 6M | +2.2% | -74.6% | +76.8% | +10.4% |
| YTD | +29.5% | -70.8% | +100.3% | +37.1% |
| 1Y | +27.0% | -75.3% | +102.3% | +36.1% |
| 3Y | +10.9% | -81.6% | +92.5% | +15.4% |
| 5Y | +7.4% | -94.4% | +101.9% | +24.0% |
| All | +6.7% | -93.2% | +99.9% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 10y: compounded portfolio wealth divided by compounded HTZ 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…
10y analysis · Full analysis span regression · 6 months rolling