+32.9%
PFE vs SBUX
+125.6%
-92.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | 0.0% | -1.8% |
| 7D | -2.7% | -3.9% | +1.2% | -1.8% |
| 30D | +3.8% | -2.8% | +6.7% | +4.4% |
| 3M | +10.4% | +8.2% | +2.2% | +8.3% |
| 6M | +6.3% | +4.3% | +2.0% | +4.9% |
| YTD | +17.4% | +23.3% | -6.0% | +11.4% |
| 1Y | +21.1% | +24.3% | -3.2% | +14.6% |
| 3Y | -1.6% | +15.5% | -17.0% | -7.5% |
| 5Y | -22.2% | -2.7% | -19.4% | -24.4% |
| 10Y | +32.9% | +128.8% | -96.0% | +2.2% |
| All | +32.9% | +125.6% | -92.7% | +2.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling