+2,424.0%
SBUX vs PBR
+1,916.3%
+507.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.2% |
| 7D | -6.2% | +4.2% | -10.5% | -7.0% |
| 30D | -6.4% | +22.7% | -29.2% | -10.1% |
| 3M | +1.0% | +21.5% | -20.5% | -3.0% |
| 6M | -0.4% | +24.0% | -24.4% | -5.1% |
| YTD | +20.0% | +88.2% | -68.3% | +5.3% |
| 1Y | +22.8% | +74.8% | -52.0% | +9.1% |
| 3Y | +12.3% | +105.1% | -92.8% | -4.5% |
| 5Y | -6.4% | +572.2% | -578.6% | -39.0% |
| 10Y | +126.5% | +692.7% | -566.3% | +27.1% |
| All | +2,424.0% | +1,916.3% | +507.7% | +1,029.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling