+4.8%
SBUX vs PL
+40.9%
-36.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | +1.6% | +10.0% | -8.5% | +0.8% |
| 30D | +14.8% | -2.3% | +17.1% | +14.8% |
| 3M | -0.8% | -44.2% | +43.4% | +3.2% |
| 6M | +2.2% | -66.1% | +68.3% | +9.3% |
| YTD | +29.5% | -30.0% | +59.4% | +28.0% |
| 1Y | +27.0% | +21.0% | +6.0% | +18.6% |
| 3Y | +10.9% | +516.5% | -505.6% | -20.4% |
| 5Y | +7.4% | +32.0% | -24.6% | -15.9% |
| All | +4.8% | +40.9% | -36.1% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling