+238.0%
SBUX vs HUBS
+583.9%
-345.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -5.5% | -9.0% | +3.5% | -3.8% |
| 30D | -8.5% | +7.2% | -15.7% | -10.2% |
| 3M | -2.9% | +20.9% | -23.8% | -8.0% |
| 6M | -1.5% | -13.0% | +11.5% | -2.6% |
| YTD | +19.4% | -43.8% | +63.2% | +27.9% |
| 1Y | +22.9% | -54.6% | +77.6% | +36.8% |
| 3Y | +11.3% | -58.5% | +69.8% | +22.9% |
| 5Y | -6.9% | -66.4% | +59.6% | 0.0% |
| 10Y | +125.4% | +319.2% | -193.8% | +39.5% |
| All | +238.0% | +583.9% | -345.9% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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