+7.6%
SBUX vs PCOR
-12.9%
+20.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | +1.0% | +2.2% | -1.1% | +0.6% |
| 30D | +16.6% | +37.4% | -20.9% | +9.2% |
| 3M | -0.6% | +33.2% | -33.8% | -6.7% |
| 6M | +1.8% | +60.6% | -58.8% | -8.8% |
| YTD | +29.7% | +6.2% | +23.5% | +25.7% |
| 1Y | +26.1% | -1.1% | +27.1% | +24.1% |
| 3Y | +10.3% | +48.4% | -38.1% | -4.5% |
| 5Y | +7.6% | -13.1% | +20.7% | -5.8% |
| All | +7.6% | -12.9% | +20.5% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling