+150.1%
SBUX vs PDD
+192.6%
-42.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.2% |
| 7D | +1.0% | -7.6% | +8.7% | +1.8% |
| 30D | +16.6% | -5.4% | +22.0% | +17.2% |
| 3M | -0.6% | -12.9% | +12.4% | +0.6% |
| 6M | +1.8% | -19.0% | +20.8% | +3.5% |
| YTD | +29.7% | -31.6% | +61.3% | +33.8% |
| 1Y | +26.1% | -43.0% | +69.1% | +32.2% |
| 3Y | +10.3% | -28.9% | +39.2% | +10.6% |
| 5Y | +7.6% | -18.4% | +26.0% | -0.9% |
| All | +150.1% | +192.6% | -42.5% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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