+41,298.9%
SBUX vs HUBB
+79,424.3%
-38,125.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.2% | -2.4% |
| 7D | -3.9% | +4.8% | -8.7% | -3.9% |
| 30D | -2.8% | -9.3% | +6.5% | -2.7% |
| 3M | +8.2% | -3.9% | +12.1% | +8.2% |
| 6M | +4.3% | -0.8% | +5.1% | +4.2% |
| YTD | +23.3% | +5.6% | +17.8% | +23.2% |
| 1Y | +24.3% | +7.7% | +16.5% | +24.2% |
| 3Y | +15.5% | +47.5% | -32.0% | +15.0% |
| 5Y | -2.7% | +153.7% | -156.4% | -3.6% |
| 10Y | +128.8% | +433.0% | -304.2% | +125.5% |
| All | +41,298.9% | +79,424.3% | -38,125.4% | +50,019.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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