+46.9%
PYPL vs SBUX
+149.6%
-102.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.4% |
| 7D | +1.0% | +4.9% | -4.0% | -1.7% |
| 30D | +5.9% | +21.2% | -15.3% | -4.7% |
| 3M | -0.2% | +5.7% | -5.9% | -3.6% |
| 6M | +30.3% | +6.0% | +24.3% | +25.1% |
| YTD | +1.6% | +32.9% | -31.4% | -15.1% |
| 1Y | -10.3% | +33.3% | -43.6% | -25.4% |
| 3Y | +8.5% | +13.0% | -4.5% | -5.9% |
| 5Y | -71.0% | +8.8% | -79.8% | -74.8% |
| 10Y | +46.9% | +154.6% | -107.7% | -17.1% |
| All | +46.9% | +149.6% | -102.7% | -17.1% |
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