+42,297.2%
SBUX vs PCAR
+10,230.3%
+32,066.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.7% |
| 3M | +11.6% | +5.9% | +5.7% | +8.5% |
| 6M | +8.8% | +0.4% | +8.4% | +7.6% |
| YTD | +26.3% | +14.8% | +11.5% | +18.3% |
| 1Y | +23.1% | +30.1% | -7.0% | +9.4% |
| 3Y | +15.0% | +66.7% | -51.7% | -9.2% |
| 5Y | +0.4% | +166.1% | -165.8% | -34.8% |
| 10Y | +130.7% | +353.7% | -223.0% | +17.8% |
| All | +42,297.2% | +10,230.3% | +32,066.9% | +7,218.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling