+1,457.5%
PFE vs SBUX
+43,306.7%
-41,849.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -1.0% |
| 7D | +1.8% | -3.1% | +4.9% | +2.3% |
| 30D | +10.2% | -0.9% | +11.1% | +10.3% |
| 3M | +12.7% | +11.6% | +1.1% | +10.5% |
| 6M | +10.5% | +8.8% | +1.8% | +8.6% |
| YTD | +20.2% | +26.3% | -6.2% | +15.0% |
| 1Y | +24.1% | +23.1% | +0.9% | +19.1% |
| 3Y | -3.6% | +15.0% | -18.5% | -8.0% |
| 5Y | -20.9% | +0.4% | -21.2% | -23.7% |
| 10Y | +35.8% | +130.7% | -94.8% | +12.0% |
| All | +1,457.5% | +43,306.7% | -41,849.2% | +631.5% |
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