+145.0%
SBUX vs PH
+700.2%
-555.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +1.6% | +4.3% | -2.8% | -0.3% |
| 30D | +14.8% | +0.1% | +14.7% | +14.3% |
| 3M | -0.8% | -9.4% | +8.6% | +3.0% |
| 6M | +2.2% | +8.8% | -6.5% | -2.7% |
| YTD | +29.5% | +9.6% | +19.8% | +21.9% |
| 1Y | +27.0% | +14.4% | +12.6% | +17.2% |
| 3Y | +10.9% | +134.5% | -123.6% | -27.7% |
| 5Y | +7.4% | +204.4% | -197.0% | -39.4% |
| All | +145.0% | +700.2% | -555.3% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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