+9.3%
SBUX vs PCOR
+43.8%
-34.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +1.7% | +22.7% | -21.0% | -2.0% |
| 30D | +12.6% | +37.5% | -24.8% | +6.5% |
| 3M | +0.8% | +35.2% | -34.4% | -4.7% |
| 6M | +0.2% | +42.2% | -42.1% | -6.7% |
| YTD | +27.4% | +3.6% | +23.9% | +26.3% |
| 1Y | +31.5% | -4.8% | +36.2% | +32.9% |
| 3Y | +9.3% | +48.3% | -39.1% | -3.3% |
| All | +9.3% | +43.8% | -34.5% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling