+17.4%
SBUX vs PLTD
-78.1%
+95.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.2% |
| 7D | +0.2% | -1.6% | +1.7% | +0.1% |
| 30D | +19.1% | +18.5% | +0.6% | +21.1% |
| 3M | +3.6% | -2.4% | +6.1% | +3.6% |
| 6M | +5.1% | -34.6% | +39.7% | +1.8% |
| YTD | +32.9% | -21.4% | +54.3% | +32.8% |
| 1Y | +30.4% | -16.8% | +47.2% | +31.7% |
| All | +17.4% | -78.1% | +95.5% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling