+316.7%
PANW vs SBUX
-7.3%
+324.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -0.8% | -5.5% | +4.7% | +0.6% |
| 30D | -14.6% | -8.5% | -6.1% | -12.7% |
| 3M | +18.3% | -2.9% | +21.2% | +18.8% |
| 6M | +100.5% | -1.5% | +102.0% | +99.8% |
| YTD | +79.5% | +19.4% | +60.1% | +69.2% |
| 1Y | +66.7% | +22.9% | +43.8% | +55.2% |
| 3Y | +161.2% | +11.3% | +149.9% | +143.2% |
| All | +316.7% | -7.3% | +324.0% | +293.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 5y: compounded portfolio wealth divided by compounded SBUX 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…
5y analysis · Full analysis span regression · 6 months rolling