+4.1%
SBUX vs HTZ
-89.5%
+93.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.4% |
| 7D | -3.1% | +7.5% | -10.6% | -3.6% |
| 30D | -0.9% | +47.4% | -48.3% | -4.2% |
| 3M | +11.6% | -54.9% | +66.5% | +16.1% |
| 6M | +8.8% | -47.0% | +55.8% | +10.8% |
| YTD | +26.3% | -55.3% | +81.6% | +30.3% |
| 1Y | +23.1% | -57.6% | +80.8% | +26.4% |
| 3Y | +15.0% | -86.6% | +101.6% | +28.7% |
| 5Y | +0.4% | -86.1% | +86.5% | +13.6% |
| All | +4.1% | -89.5% | +93.7% | +17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling