+154.6%
SBUX vs THC
+1,758.3%
-1,603.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | +4.9% | +8.8% | -3.9% | +3.4% |
| 30D | +21.2% | +10.0% | +11.1% | +19.2% |
| 3M | +5.7% | +11.7% | -6.0% | +3.6% |
| 6M | +6.0% | +52.5% | -46.5% | -2.0% |
| YTD | +32.9% | +46.1% | -13.1% | +23.3% |
| 1Y | +33.3% | +49.1% | -15.8% | +23.0% |
| 3Y | +13.0% | +439.6% | -426.6% | -18.6% |
| 5Y | +8.8% | +263.2% | -254.3% | -18.8% |
| 10Y | +154.6% | +1,900.5% | -1,745.9% | +43.9% |
| All | +154.6% | +1,758.3% | -1,603.7% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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