-23.8%
PFE vs SBUX
+7.0%
-30.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -1.7% | +1.6% | -3.3% | -1.9% |
| 30D | +0.3% | +14.8% | -14.5% | -1.6% |
| 3M | +9.4% | -0.8% | +10.2% | +9.4% |
| 6M | +14.9% | +2.2% | +12.7% | +14.3% |
| YTD | +23.8% | +29.5% | -5.7% | +18.9% |
| 1Y | +19.5% | +27.0% | -7.5% | +15.0% |
| 3Y | +21.0% | +10.9% | +10.1% | +17.7% |
| All | -23.8% | +7.0% | -30.8% | -33.0% |
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