-6.4%
SBUX vs PEG
+35.4%
-41.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.8% |
| 7D | -6.2% | -0.9% | -5.3% | -5.9% |
| 30D | -6.4% | -2.8% | -3.7% | -5.5% |
| 3M | +1.0% | -6.9% | +8.0% | +3.8% |
| 6M | -0.4% | -11.4% | +11.0% | +4.0% |
| YTD | +20.0% | -7.4% | +27.4% | +22.6% |
| 1Y | +22.8% | -8.3% | +31.0% | +25.7% |
| 3Y | +12.3% | +31.5% | -19.3% | -3.0% |
| 5Y | -6.4% | +38.0% | -44.4% | -20.9% |
| All | -6.4% | +35.4% | -41.8% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 5y: compounded portfolio wealth divided by compounded PEG 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…
5y analysis · Full analysis span regression · 6 months rolling