+6.2%
SBUX vs PLTU
+140.2%
-134.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.9% |
| 7D | -6.3% | -0.8% | -5.5% | -6.3% |
| 30D | -3.9% | -8.8% | +4.9% | -3.6% |
| 3M | +3.3% | +41.7% | -38.4% | +0.1% |
| 6M | +1.4% | -9.3% | +10.7% | +0.1% |
| YTD | +21.0% | -35.2% | +56.2% | +21.1% |
| 1Y | +22.4% | -29.5% | +51.9% | +20.3% |
| All | +6.2% | +140.2% | -134.0% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling