+11.5%
SBUX vs PCOR
-7.7%
+19.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | -0.4% |
| 7D | +0.2% | +2.5% | -2.4% | -0.3% |
| 30D | +19.1% | +37.9% | -18.8% | +11.9% |
| 3M | +3.6% | +32.0% | -28.4% | -2.2% |
| 6M | +5.1% | +54.7% | -49.6% | -4.5% |
| YTD | +32.9% | +6.6% | +26.3% | +28.8% |
| 1Y | +30.4% | -1.7% | +32.1% | +28.6% |
| 3Y | +13.0% | +49.0% | -36.0% | -0.9% |
| 5Y | +10.5% | -12.5% | +23.1% | -4.2% |
| All | +11.5% | -7.7% | +19.2% | -2.9% |
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