+3,384.1%
SBUX vs PFG
+996.3%
+2,387.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | +0.3% |
| 7D | +0.2% | -2.2% | +2.4% | +0.9% |
| 30D | +19.1% | +6.4% | +12.7% | +16.7% |
| 3M | +3.6% | +2.2% | +1.4% | +2.7% |
| 6M | +5.1% | +16.3% | -11.1% | -0.4% |
| YTD | +32.9% | +33.2% | -0.4% | +20.1% |
| 1Y | +30.4% | +40.6% | -10.2% | +15.8% |
| 3Y | +13.0% | +83.3% | -70.4% | -8.8% |
| 5Y | +10.5% | +97.7% | -87.2% | -13.8% |
| 10Y | +152.8% | +189.9% | -37.1% | +64.5% |
| All | +3,384.1% | +996.3% | +2,387.9% | +1,060.1% |
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