+41.3%
SBUX vs PFGC
+12.5%
+28.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +13.5% | -8.8% | +1.3% |
| 7D | +6.3% | +13.9% | -7.6% | +2.7% |
| 30D | +16.2% | +18.4% | -2.2% | +11.2% |
| 3M | +5.1% | -2.5% | +7.6% | +4.6% |
| 6M | +5.7% | +26.0% | -20.3% | -0.5% |
| YTD | +32.6% | +21.9% | +10.8% | +22.6% |
| 1Y | +41.3% | +13.4% | +28.0% | +34.7% |
| All | +41.3% | +12.5% | +28.9% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 1y: compounded portfolio wealth divided by compounded PFGC 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…
1y analysis · Full analysis span regression · 6 months rolling