+13.0%
SBUX vs PH
+139.6%
-126.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +4.9% | +2.1% | +2.8% | +4.1% |
| 30D | +21.2% | +0.3% | +20.9% | +20.7% |
| 3M | +5.7% | -8.8% | +14.5% | +8.9% |
| 6M | +6.0% | +10.0% | -4.0% | +1.0% |
| YTD | +32.9% | +10.5% | +22.5% | +25.2% |
| 1Y | +33.3% | +15.5% | +17.8% | +23.1% |
| 3Y | +13.0% | +136.4% | -123.3% | -20.7% |
| All | +13.0% | +139.6% | -126.6% | -20.7% |
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