+38.8%
PYPL vs SBUX
+125.1%
-86.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -0.9% |
| 7D | -4.3% | -6.3% | +1.9% | -0.9% |
| 30D | -11.5% | -3.9% | -7.6% | -9.7% |
| 3M | +26.1% | +3.3% | +22.9% | +23.4% |
| 6M | +13.7% | +1.4% | +12.2% | +11.5% |
| YTD | -9.8% | +21.0% | -30.8% | -20.5% |
| 1Y | -22.1% | +22.4% | -44.5% | -32.3% |
| 3Y | -13.5% | +13.2% | -26.7% | -26.0% |
| 5Y | -81.6% | -5.2% | -76.4% | -82.7% |
| 10Y | +38.8% | +128.3% | -89.6% | -18.3% |
| All | +38.8% | +125.1% | -86.3% | -18.3% |
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