+148.7%
SBUX vs PCAR
+326.7%
-177.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +2.2% |
| 7D | +4.8% | +2.9% | +1.9% | +3.5% |
| 30D | +20.6% | -2.1% | +22.7% | +21.7% |
| 3M | +4.3% | -20.4% | +24.6% | +15.2% |
| 6M | +5.5% | -7.0% | +12.5% | +7.9% |
| YTD | +32.3% | -2.6% | +35.0% | +31.8% |
| 1Y | +31.2% | +9.8% | +21.4% | +23.5% |
| 3Y | +14.8% | +37.3% | -22.4% | -5.9% |
| 5Y | +8.0% | +116.4% | -108.5% | -30.3% |
| 10Y | +148.7% | +293.0% | -144.2% | +24.1% |
| All | +148.7% | +326.7% | -177.9% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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