+10.6%
SBUX vs PAAS
+215.1%
-204.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.8% |
| 7D | +1.7% | +8.4% | -6.7% | +1.0% |
| 30D | +12.6% | -7.2% | +19.8% | +13.1% |
| 3M | +0.8% | -14.0% | +14.8% | +1.6% |
| 6M | +0.2% | -26.8% | +26.9% | +2.0% |
| YTD | +27.4% | -19.8% | +47.2% | +28.2% |
| 1Y | +31.5% | +22.8% | +8.6% | +27.1% |
| All | +10.6% | +215.1% | -204.5% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling