+48.5%
PFE vs SBUX
+146.7%
-98.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.6% |
| 7D | -2.1% | +1.0% | -3.1% | -2.3% |
| 30D | +3.1% | +16.6% | -13.5% | -0.2% |
| 3M | +11.2% | -0.6% | +11.7% | +11.2% |
| 6M | +15.0% | +1.8% | +13.2% | +14.3% |
| YTD | +23.5% | +29.7% | -6.1% | +16.0% |
| 1Y | +18.9% | +26.1% | -7.2% | +12.2% |
| 3Y | +18.7% | +10.3% | +8.5% | +13.3% |
| 5Y | -24.0% | +7.6% | -31.7% | -28.1% |
| All | +48.5% | +146.7% | -98.2% | +16.1% |
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