+11.3%
SBUX vs PBR
+99.7%
-88.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.4% |
| 7D | -5.5% | +5.4% | -10.9% | -6.3% |
| 30D | -8.5% | +22.9% | -31.3% | -11.5% |
| 3M | -2.9% | +19.6% | -22.5% | -5.9% |
| 6M | -1.5% | +16.5% | -18.0% | -4.6% |
| YTD | +19.4% | +86.7% | -67.3% | +4.1% |
| 1Y | +22.9% | +74.7% | -51.8% | +8.5% |
| 3Y | +11.3% | +102.6% | -91.3% | -6.1% |
| All | +11.3% | +99.7% | -88.4% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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