+154.6%
SBUX vs PLD
+254.7%
-100.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +4.9% | +0.8% | +4.2% | +4.6% |
| 30D | +21.2% | +0.5% | +20.7% | +20.8% |
| 3M | +5.7% | -5.5% | +11.2% | +8.5% |
| 6M | +6.0% | -8.3% | +14.3% | +10.0% |
| YTD | +32.9% | +4.3% | +28.6% | +28.9% |
| 1Y | +33.3% | +7.4% | +25.8% | +27.3% |
| 3Y | +13.0% | +37.1% | -24.0% | -7.4% |
| 5Y | +8.8% | +1.3% | +7.5% | +2.1% |
| 10Y | +154.6% | +267.4% | -112.8% | +35.1% |
| All | +154.6% | +254.7% | -100.0% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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