+11.1%
SBUX vs PCAR
+35.0%
-23.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -1.8% |
| 7D | +1.0% | +2.1% | -1.1% | +0.3% |
| 30D | +16.6% | -1.2% | +17.8% | +17.0% |
| 3M | -0.6% | -18.6% | +18.0% | +6.4% |
| 6M | +1.8% | -5.1% | +6.9% | +2.7% |
| YTD | +29.7% | -1.8% | +31.5% | +28.4% |
| 1Y | +26.1% | +10.6% | +15.4% | +19.3% |
| All | +11.1% | +35.0% | -23.9% | -10.5% |
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