+123.9%
SBUX vs HUM
+152.7%
-28.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.7% | -1.0% |
| 7D | -5.5% | +2.1% | -7.5% | -5.9% |
| 30D | -8.5% | +5.4% | -13.9% | -9.5% |
| 3M | -2.9% | +11.4% | -14.3% | -5.5% |
| 6M | -1.5% | +141.5% | -143.0% | -19.5% |
| YTD | +19.4% | +61.2% | -41.8% | +5.8% |
| 1Y | +22.9% | +49.2% | -26.2% | +10.1% |
| 3Y | +11.3% | -9.0% | +20.3% | +9.7% |
| 5Y | -6.9% | +7.2% | -14.0% | -15.9% |
| All | +123.9% | +152.7% | -28.8% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 10y: compounded portfolio wealth divided by compounded HUM 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…
10y analysis · Full analysis span regression · 6 months rolling