+42,297.2%
SBUX vs PHM
+6,965.7%
+35,331.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -3.1% | -3.2% | +0.1% | -2.3% |
| 30D | -0.9% | -6.4% | +5.6% | +0.8% |
| 3M | +11.6% | +5.5% | +6.1% | +9.6% |
| 6M | +8.8% | -5.4% | +14.2% | +9.7% |
| YTD | +26.3% | +6.6% | +19.7% | +23.1% |
| 1Y | +23.1% | -8.8% | +32.0% | +24.8% |
| 3Y | +15.0% | +54.1% | -39.2% | -1.2% |
| 5Y | +0.4% | +144.5% | -144.1% | -25.1% |
| 10Y | +130.7% | +569.4% | -438.7% | +25.0% |
| All | +42,297.2% | +6,965.7% | +35,331.5% | +10,118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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