+145.0%
SBUX vs PBF
+260.7%
-115.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.2% |
| 7D | +1.6% | +6.5% | -4.9% | +0.9% |
| 30D | +14.8% | -20.0% | +34.8% | +17.3% |
| 3M | -0.8% | -3.3% | +2.5% | -1.0% |
| 6M | +2.2% | +76.8% | -74.6% | -5.1% |
| YTD | +29.5% | +168.9% | -139.5% | +13.0% |
| 1Y | +27.0% | +96.4% | -69.3% | +14.8% |
| 3Y | +10.9% | +77.2% | -66.3% | -2.0% |
| 5Y | +7.4% | +417.7% | -410.3% | -20.7% |
| All | +145.0% | +260.7% | -115.8% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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