+10.5%
SBUX vs HTZ
-93.6%
+104.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.3% | -9.4% | -0.8% |
| 7D | +0.2% | -27.4% | +27.6% | +2.5% |
| 30D | +19.1% | -11.4% | +30.4% | +19.8% |
| 3M | +3.6% | -33.1% | +36.7% | +6.1% |
| 6M | +5.1% | -73.5% | +78.6% | +14.0% |
| YTD | +32.9% | -68.1% | +101.0% | +40.4% |
| 1Y | +30.4% | -74.3% | +104.7% | +40.3% |
| 3Y | +13.0% | -80.9% | +93.8% | +19.7% |
| 5Y | +10.5% | -93.8% | +104.3% | +38.1% |
| All | +10.5% | -93.6% | +104.2% | +38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling