+13,404.3%
SBUX vs PAAS
+1,235.6%
+12,168.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.1% |
| 7D | -3.1% | -2.9% | -0.2% | -3.0% |
| 30D | -0.9% | +6.8% | -7.7% | -1.4% |
| 3M | +11.6% | -2.9% | +14.5% | +11.5% |
| 6M | +8.8% | -16.4% | +25.2% | +9.5% |
| YTD | +26.3% | 0.0% | +26.3% | +25.4% |
| 1Y | +23.1% | +54.3% | -31.2% | +18.4% |
| 3Y | +15.0% | +230.7% | -215.7% | +3.8% |
| 5Y | +0.4% | +111.6% | -111.3% | -7.7% |
| 10Y | +130.7% | +211.7% | -81.0% | +100.5% |
| All | +13,404.3% | +1,235.6% | +12,168.7% | +11,018.2% |
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