-3.3%
SBUX vs PFG
+111.7%
-115.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -0.9% | -1.7% |
| 7D | -3.9% | +6.0% | -9.9% | -6.7% |
| 30D | -2.8% | +2.2% | -5.0% | -4.0% |
| 3M | +8.2% | +10.4% | -2.2% | +2.7% |
| 6M | +4.3% | +27.8% | -23.5% | -8.0% |
| YTD | +23.3% | +33.6% | -10.3% | +6.2% |
| 1Y | +24.3% | +49.3% | -25.0% | +0.9% |
| 3Y | +15.5% | +69.7% | -54.3% | -13.2% |
| All | -3.3% | +111.7% | -115.0% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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