+63.8%
PYPL vs SBUX
+158.3%
-94.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.2% | +1.2% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | +6.1% | +19.1% | -13.0% | -3.8% |
| 3M | +1.1% | +3.6% | -2.6% | -1.4% |
| 6M | +32.7% | +5.1% | +27.6% | +27.9% |
| YTD | +2.8% | +32.9% | -30.1% | -14.4% |
| 1Y | -10.8% | +30.4% | -41.2% | -25.1% |
| 3Y | +9.8% | +13.0% | -3.2% | -5.3% |
| 5Y | -70.2% | +10.5% | -80.8% | -74.4% |
| 10Y | +50.1% | +152.8% | -102.7% | -25.6% |
| All | +63.8% | +158.3% | -94.5% | -24.8% |
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