+154.6%
SBUX vs PAAS
+168.2%
-13.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.8% | +6.3% | +1.0% |
| 7D | +4.9% | +4.2% | +0.8% | +4.6% |
| 30D | +21.2% | -13.8% | +34.9% | +22.6% |
| 3M | +5.7% | -22.7% | +28.4% | +7.7% |
| 6M | +6.0% | -32.1% | +38.1% | +8.9% |
| YTD | +32.9% | -22.3% | +55.2% | +34.2% |
| 1Y | +33.3% | +7.7% | +25.6% | +30.4% |
| 3Y | +13.0% | +214.0% | -201.0% | -1.7% |
| 5Y | +8.8% | +63.2% | -54.4% | -1.5% |
| 10Y | +154.6% | +185.5% | -30.9% | +117.7% |
| All | +154.6% | +168.2% | -13.6% | +117.7% |
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