+16.3%
SBUX vs PCAR
+66.6%
-50.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -3.1% | -0.5% | -2.6% | -3.0% |
| 30D | -0.9% | -6.2% | +5.4% | +1.3% |
| 3M | +11.6% | +5.9% | +5.7% | +8.8% |
| 6M | +8.8% | +0.4% | +8.4% | +7.8% |
| YTD | +26.3% | +14.8% | +11.5% | +18.7% |
| 1Y | +23.1% | +30.1% | -7.0% | +10.0% |
| All | +16.3% | +66.6% | -50.2% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling