+13.7%
SBUX vs PLTU
+121.9%
-108.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | 0.0% |
| 7D | +1.6% | +9.0% | -7.5% | +1.1% |
| 30D | +14.8% | -33.0% | +47.8% | +16.7% |
| 3M | -0.8% | -19.0% | +18.2% | -0.5% |
| 6M | +2.2% | +30.4% | -28.2% | -1.6% |
| YTD | +29.5% | -40.2% | +69.6% | +29.5% |
| 1Y | +27.0% | -37.8% | +64.8% | +26.3% |
| All | +13.7% | +121.9% | -108.2% | -3.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling