+3.0%
SBUX vs PLD
-0.1%
+3.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.2% |
| 7D | +1.7% | -0.8% | +2.5% | +2.1% |
| 30D | +12.6% | -0.3% | +12.9% | +12.6% |
| 3M | +0.8% | -8.0% | +8.8% | +4.5% |
| 6M | +0.2% | -9.8% | +10.0% | +4.4% |
| YTD | +27.4% | +1.8% | +25.7% | +25.1% |
| 1Y | +31.5% | +5.6% | +25.9% | +26.9% |
| 3Y | +9.3% | +33.3% | -24.0% | -8.4% |
| All | +3.0% | -0.1% | +3.1% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling