+156.2%
SBUX vs PDD
+198.2%
-42.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +0.2% | -3.8% | +4.0% | +0.5% |
| 30D | +19.1% | -2.4% | +21.4% | +19.3% |
| 3M | +3.6% | -12.7% | +16.3% | +4.8% |
| 6M | +5.1% | -20.0% | +25.2% | +7.0% |
| YTD | +32.9% | -30.3% | +63.2% | +36.8% |
| 1Y | +30.4% | -42.4% | +72.8% | +36.6% |
| 3Y | +13.0% | -27.5% | +40.5% | +13.1% |
| 5Y | +10.5% | -14.9% | +25.5% | +1.4% |
| All | +156.2% | +198.2% | -42.0% | +100.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling