+3,684.3%
PANW vs SBUX
+393.9%
+3,290.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.4% | +0.2% |
| 7D | +2.0% | -6.3% | +8.3% | +4.4% |
| 30D | -13.0% | -3.9% | -9.1% | -11.8% |
| 3M | +28.6% | +3.3% | +25.3% | +26.6% |
| 6M | +103.0% | +1.4% | +101.5% | +99.9% |
| YTD | +81.9% | +21.0% | +61.0% | +66.8% |
| 1Y | +69.6% | +22.4% | +47.2% | +53.9% |
| 3Y | +169.4% | +13.2% | +156.2% | +139.1% |
| 5Y | +331.0% | -5.2% | +336.2% | +304.9% |
| 10Y | +1,292.3% | +128.3% | +1,163.9% | +716.2% |
| All | +3,684.3% | +393.9% | +3,290.4% | +1,565.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling