+128.8%
SBUX vs PAAS
+197.3%
-68.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -3.9% | +2.0% | -5.9% | -4.1% |
| 30D | -2.8% | -0.1% | -2.7% | -2.9% |
| 3M | +8.2% | +8.2% | 0.0% | +7.1% |
| 6M | +4.3% | -13.8% | +18.0% | +4.9% |
| YTD | +23.3% | -0.6% | +24.0% | +22.1% |
| 1Y | +24.3% | +44.0% | -19.7% | +18.5% |
| 3Y | +15.5% | +246.6% | -231.1% | -0.2% |
| 5Y | -2.7% | +116.1% | -118.8% | -13.8% |
| 10Y | +128.8% | +202.7% | -73.9% | +94.3% |
| All | +128.8% | +197.3% | -68.5% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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