+33.3%
SBUX vs PLD
+7.0%
+26.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +4.9% | +0.8% | +4.2% | +4.7% |
| 30D | +21.2% | +0.5% | +20.7% | +20.8% |
| 3M | +5.7% | -5.5% | +11.2% | +7.3% |
| 6M | +6.0% | -8.3% | +14.3% | +8.3% |
| YTD | +32.9% | +4.3% | +28.6% | +27.6% |
| 1Y | +33.3% | +7.4% | +25.8% | +24.0% |
| All | +33.3% | +7.0% | +26.3% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling