+5.0%
SBUX vs HTZ
-92.5%
+97.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.4% | +7.7% | -0.1% |
| 7D | +1.7% | -14.6% | +16.3% | +2.7% |
| 30D | +12.6% | -20.8% | +33.4% | +14.2% |
| 3M | +0.8% | -18.8% | +19.6% | +1.6% |
| 6M | +0.2% | -74.7% | +74.9% | +8.3% |
| YTD | +27.4% | -68.1% | +95.5% | +34.2% |
| 1Y | +31.5% | -73.5% | +105.0% | +40.3% |
| 3Y | +9.3% | -81.8% | +91.1% | +14.7% |
| 5Y | +1.5% | -95.2% | +96.7% | +16.5% |
| All | +5.0% | -92.5% | +97.6% | +20.9% |
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