+22.4%
SBUX vs PCG
-1.5%
+23.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.3% | -1.6% |
| 7D | -6.3% | +6.5% | -12.7% | -6.8% |
| 30D | -3.9% | -16.7% | +12.9% | -2.5% |
| 3M | +3.3% | -14.2% | +17.5% | +4.3% |
| 6M | +1.4% | -21.5% | +22.9% | +3.2% |
| YTD | +21.0% | -11.2% | +32.1% | +21.5% |
| 1Y | +22.4% | -4.2% | +26.6% | +26.4% |
| All | +22.4% | -1.5% | +23.9% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling