+6,411.0%
SBUX vs PLD
+1,708.5%
+4,702.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -1.0% |
| 7D | -3.1% | -2.4% | -0.7% | -2.3% |
| 30D | -0.9% | -2.4% | +1.6% | 0.0% |
| 3M | +11.6% | -3.8% | +15.4% | +13.0% |
| 6M | +8.8% | 0.0% | +8.8% | +8.4% |
| YTD | +26.3% | +9.2% | +17.1% | +21.6% |
| 1Y | +23.1% | +25.9% | -2.8% | +12.2% |
| 3Y | +15.0% | +21.3% | -6.3% | +4.6% |
| 5Y | +0.4% | +14.1% | -13.8% | -7.7% |
| 10Y | +130.7% | +237.9% | -107.2% | +41.6% |
| All | +6,411.0% | +1,708.5% | +4,702.5% | +1,698.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling