+43,351.9%
SBUX vs PH
+20,036.8%
+23,315.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +1.6% | +4.3% | -2.8% | -0.2% |
| 30D | +14.8% | +0.1% | +14.7% | +14.3% |
| 3M | -0.8% | -9.4% | +8.6% | +2.8% |
| 6M | +2.2% | +8.8% | -6.5% | -2.3% |
| YTD | +29.5% | +9.6% | +19.8% | +22.5% |
| 1Y | +27.0% | +14.4% | +12.6% | +18.1% |
| 3Y | +10.9% | +134.5% | -123.6% | -24.8% |
| 5Y | +7.4% | +204.4% | -197.0% | -35.5% |
| 10Y | +146.3% | +697.3% | -551.0% | -6.7% |
| All | +43,351.9% | +20,036.8% | +23,315.1% | +5,360.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling