+14,046.8%
SBUX vs PAAS
+1,002.0%
+13,044.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.9% | +0.9% | +3.6% |
| 7D | +4.8% | +8.8% | -4.0% | +4.3% |
| 30D | +20.6% | -8.5% | +29.0% | +21.2% |
| 3M | +4.3% | -17.0% | +21.3% | +5.3% |
| 6M | +5.5% | -27.9% | +33.4% | +7.3% |
| YTD | +32.3% | -17.5% | +49.8% | +32.8% |
| 1Y | +31.2% | +22.8% | +8.3% | +28.0% |
| 3Y | +14.8% | +224.2% | -209.4% | +3.8% |
| 5Y | +8.0% | +73.6% | -65.7% | +0.5% |
| 10Y | +148.7% | +186.4% | -37.6% | +117.6% |
| All | +14,046.8% | +1,002.0% | +13,044.8% | +11,681.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling