+8.6%
SBUX vs PCOR
-7.6%
+16.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | +1.6% | +3.0% | -1.5% | +1.0% |
| 30D | +14.8% | +38.7% | -23.9% | +7.8% |
| 3M | -0.8% | +24.9% | -25.6% | -5.3% |
| 6M | +2.2% | +68.8% | -66.5% | -8.7% |
| YTD | +29.5% | +6.7% | +22.7% | +25.5% |
| 1Y | +27.0% | +3.0% | +24.0% | +24.0% |
| 3Y | +10.9% | +48.6% | -37.7% | -2.6% |
| 5Y | +7.4% | -12.7% | +20.1% | -6.9% |
| All | +8.6% | -7.6% | +16.2% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 10y: compounded portfolio wealth divided by compounded PCOR 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…
10y analysis · Full analysis span regression · 6 months rolling