+10.9%
SBUX vs THC
+423.7%
-412.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.6% | +1.0% | +0.6% | +1.4% |
| 30D | +14.8% | +5.3% | +9.5% | +13.9% |
| 3M | -0.8% | +7.1% | -7.9% | -1.9% |
| 6M | +2.2% | +46.0% | -43.8% | -3.8% |
| YTD | +29.5% | +43.9% | -14.5% | +21.7% |
| 1Y | +27.0% | +45.4% | -18.4% | +19.2% |
| 3Y | +10.9% | +421.3% | -410.4% | -6.6% |
| All | +10.9% | +423.7% | -412.7% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling