+143.6%
SBUX vs PDD
+210.2%
-66.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | -3.1% | -4.1% | +0.9% | -2.8% |
| 30D | -0.9% | -9.6% | +8.7% | 0.0% |
| 3M | +11.6% | -4.3% | +15.9% | +11.9% |
| 6M | +8.8% | -18.8% | +27.5% | +10.6% |
| YTD | +26.3% | -27.5% | +53.8% | +29.7% |
| 1Y | +23.1% | -33.6% | +56.8% | +27.3% |
| 3Y | +15.0% | -20.4% | +35.4% | +14.0% |
| 5Y | +0.4% | -19.6% | +19.9% | -7.7% |
| All | +143.6% | +210.2% | -66.7% | +90.3% |
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 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