+13.0%
SBUX vs HTZ
-82.6%
+95.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.0% | +8.4% | +0.9% |
| 7D | +4.9% | -27.5% | +32.5% | +6.5% |
| 30D | +21.2% | -21.9% | +43.0% | +22.4% |
| 3M | +5.7% | -29.2% | +34.9% | +7.0% |
| 6M | +6.0% | -75.2% | +81.2% | +11.6% |
| YTD | +32.9% | -70.8% | +103.8% | +38.0% |
| 1Y | +33.3% | -76.1% | +109.4% | +39.6% |
| 3Y | +13.0% | -82.5% | +95.5% | +17.1% |
| All | +13.0% | -82.6% | +95.6% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling