+3,212.3%
SBUX vs PFG
+1,015.3%
+2,197.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.3% | -0.8% |
| 7D | -3.1% | +5.5% | -8.7% | -5.0% |
| 30D | -0.9% | +2.4% | -3.2% | -1.8% |
| 3M | +11.6% | +13.6% | -2.0% | +6.6% |
| 6M | +8.8% | +27.9% | -19.1% | -0.2% |
| YTD | +26.3% | +35.6% | -9.2% | +13.5% |
| 1Y | +23.1% | +48.5% | -25.3% | +7.1% |
| 3Y | +15.0% | +66.9% | -51.9% | -4.4% |
| 5Y | +0.4% | +111.0% | -110.6% | -23.5% |
| 10Y | +130.7% | +244.5% | -113.8% | +42.2% |
| All | +3,212.3% | +1,015.3% | +2,197.0% | +996.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling