+9.0%
SBUX vs PLTD
-77.3%
+86.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -2.1% |
| 7D | -3.9% | +4.5% | -8.4% | -3.4% |
| 30D | -2.8% | -0.7% | -2.1% | -2.8% |
| 3M | +8.2% | -31.0% | +39.2% | +5.2% |
| 6M | +4.3% | -24.8% | +29.1% | +3.0% |
| YTD | +23.3% | -18.6% | +41.9% | +23.7% |
| 1Y | +24.3% | -31.8% | +56.1% | +21.7% |
| All | +9.0% | -77.3% | +86.3% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling