+16.3%
SBUX vs PDD
-17.2%
+33.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | -3.1% | -4.1% | +0.9% | -2.9% |
| 30D | -0.9% | -9.6% | +8.7% | -0.2% |
| 3M | +11.6% | -4.3% | +15.9% | +11.8% |
| 6M | +8.8% | -18.8% | +27.5% | +10.2% |
| YTD | +26.3% | -27.5% | +53.8% | +28.9% |
| 1Y | +23.1% | -33.6% | +56.8% | +26.3% |
| All | +16.3% | -17.2% | +33.6% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling