+44,314.2%
SBUX vs THC
+703.5%
+43,610.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.0% | +1.8% | +3.5% |
| 7D | +4.8% | +7.5% | -2.7% | +3.7% |
| 30D | +20.6% | +9.6% | +11.0% | +18.9% |
| 3M | +4.3% | +10.3% | -6.0% | +2.6% |
| 6M | +5.5% | +51.8% | -46.3% | -1.6% |
| YTD | +32.3% | +45.4% | -13.1% | +23.9% |
| 1Y | +31.2% | +40.8% | -9.6% | +23.2% |
| 3Y | +14.8% | +448.8% | -434.0% | -14.2% |
| 5Y | +8.0% | +263.4% | -255.4% | -16.5% |
| 10Y | +148.7% | +1,800.1% | -1,651.3% | +34.5% |
| All | +44,314.2% | +703.5% | +43,610.6% | +20,449.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling