+10.9%
SBUX vs PDD
-28.8%
+39.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -0.3% |
| 7D | +1.6% | -4.9% | +6.5% | +1.9% |
| 30D | +14.8% | -3.0% | +17.9% | +15.0% |
| 3M | -0.8% | -6.2% | +5.4% | -0.4% |
| 6M | +2.2% | -20.7% | +22.9% | +3.7% |
| YTD | +29.5% | -30.4% | +59.8% | +32.4% |
| 1Y | +27.0% | -41.3% | +68.3% | +31.3% |
| 3Y | +10.9% | -27.7% | +38.6% | +12.9% |
| All | +10.9% | -28.8% | +39.8% | +12.9% |
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