+15.5%
SBUX vs PH
+141.1%
-125.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -3.9% | +0.4% | -4.3% | -4.1% |
| 30D | -2.8% | -10.8% | +8.0% | +1.5% |
| 3M | +8.2% | +8.5% | -0.3% | +4.0% |
| 6M | +4.3% | +3.9% | +0.3% | +1.4% |
| YTD | +23.3% | +9.4% | +13.9% | +17.0% |
| 1Y | +24.3% | +26.8% | -2.5% | +10.0% |
| 3Y | +15.5% | +140.8% | -125.3% | -26.2% |
| All | +15.5% | +141.1% | -125.6% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling