+24.3%
SBUX vs PLD
+27.5%
-3.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | -3.9% | -0.9% | -3.0% | -3.7% |
| 30D | -2.8% | -1.2% | -1.6% | -2.5% |
| 3M | +8.2% | -2.3% | +10.5% | +8.6% |
| 6M | +4.3% | +4.5% | -0.3% | +1.9% |
| YTD | +23.3% | +10.1% | +13.2% | +18.2% |
| 1Y | +24.3% | +25.9% | -1.6% | +14.8% |
| All | +24.3% | +27.5% | -3.2% | +14.8% |
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