+41.3%
SBUX vs PLUG
-44.1%
+85.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.5% | +1.2% | +4.5% |
| 7D | +6.3% | +2.8% | +3.5% | +6.1% |
| 30D | +16.2% | -22.8% | +38.9% | +18.2% |
| 3M | +5.1% | -32.4% | +37.5% | +7.8% |
| 6M | +5.7% | -53.4% | +59.1% | +10.4% |
| YTD | +32.6% | -25.9% | +58.5% | +29.7% |
| 1Y | +41.3% | -42.1% | +83.4% | +44.1% |
| All | +41.3% | -44.1% | +85.4% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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