+51.4%
PYPL vs SBUX
+145.6%
-94.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.8% | -2.3% |
| 7D | +2.7% | -3.1% | +5.8% | +4.5% |
| 30D | -4.9% | -0.9% | -4.0% | -4.7% |
| 3M | +28.9% | +11.6% | +17.3% | +20.6% |
| 6M | +18.2% | +8.8% | +9.5% | +11.5% |
| YTD | -5.0% | +26.3% | -31.3% | -18.4% |
| 1Y | -18.8% | +23.1% | -42.0% | -29.8% |
| 3Y | -12.6% | +15.0% | -27.5% | -25.9% |
| 5Y | -80.8% | +0.4% | -81.1% | -82.6% |
| 10Y | +49.9% | +130.7% | -80.8% | -21.2% |
| All | +51.4% | +145.6% | -94.2% | -28.4% |
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