+13.0%
SBUX vs PL
+570.0%
-556.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.5% |
| 7D | +4.9% | +5.6% | -0.7% | +4.6% |
| 30D | +21.2% | -16.9% | +38.1% | +21.9% |
| 3M | +5.7% | -38.2% | +43.9% | +7.5% |
| 6M | +6.0% | -63.4% | +69.5% | +9.7% |
| YTD | +32.9% | -27.6% | +60.6% | +31.5% |
| 1Y | +33.3% | +6.6% | +26.7% | +28.4% |
| 3Y | +13.0% | +557.6% | -544.6% | -6.2% |
| All | +13.0% | +570.0% | -556.9% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling