+42,297.2%
SBUX vs PCG
+19.6%
+42,277.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.7% | -1.6% |
| 7D | -3.1% | -13.9% | +10.7% | -1.5% |
| 30D | -0.9% | -16.9% | +16.0% | +1.2% |
| 3M | +11.6% | -14.7% | +26.3% | +13.5% |
| 6M | +8.8% | -23.8% | +32.6% | +12.3% |
| YTD | +26.3% | -10.5% | +36.8% | +27.4% |
| 1Y | +23.1% | -5.1% | +28.2% | +23.0% |
| 3Y | +15.0% | -11.6% | +26.6% | +15.3% |
| 5Y | +0.4% | +59.0% | -58.6% | -7.4% |
| 10Y | +130.7% | -75.7% | +206.4% | +141.8% |
| All | +42,297.2% | +19.6% | +42,277.6% | +28,937.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling