+4.0%
SBUX vs PAAS
+71.1%
-67.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | +1.7% | +8.4% | -6.7% | +0.8% |
| 30D | +12.6% | -7.2% | +19.8% | +13.4% |
| 3M | +0.8% | -14.0% | +14.8% | +2.0% |
| 6M | +0.2% | -26.8% | +26.9% | +2.7% |
| YTD | +27.4% | -19.8% | +47.2% | +28.3% |
| 1Y | +31.5% | +22.8% | +8.6% | +25.5% |
| 3Y | +9.3% | +183.6% | -174.4% | -9.4% |
| All | +4.0% | +71.1% | -67.1% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling