+26.1%
SBUX vs PLTU
-47.3%
+73.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.4% |
| 7D | +1.0% | +21.9% | -20.9% | +0.6% |
| 30D | +16.6% | -35.3% | +51.9% | +17.3% |
| 3M | -0.6% | -7.7% | +7.1% | -0.8% |
| 6M | +1.8% | +24.2% | -22.4% | 0.0% |
| YTD | +29.7% | -37.5% | +67.2% | +30.3% |
| 1Y | +26.1% | -43.6% | +69.6% | +26.4% |
| All | +26.1% | -47.3% | +73.3% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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