+1,668.3%
PLTR vs SBUX
+41.5%
+1,626.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +4.7% | +1.6% | +3.2% | +3.9% |
| 30D | -16.4% | +14.8% | -31.2% | -22.5% |
| 3M | -6.2% | -0.8% | -5.4% | -6.1% |
| 6M | +29.2% | +2.2% | +26.9% | +26.5% |
| YTD | -5.5% | +29.5% | -34.9% | -20.1% |
| 1Y | -2.4% | +27.0% | -29.4% | -16.8% |
| 3Y | +752.3% | +10.9% | +741.4% | +669.1% |
| 5Y | +635.8% | +7.4% | +628.4% | +460.5% |
| All | +1,668.3% | +41.5% | +1,626.8% | +1,205.5% |
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 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