+128.8%
SBUX vs PLUG
+56.9%
+71.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.1% | -6.5% | -2.7% |
| 7D | -3.9% | +8.1% | -12.0% | -4.5% |
| 30D | -2.8% | +3.7% | -6.5% | -3.2% |
| 3M | +8.2% | -29.2% | +37.4% | +10.5% |
| 6M | +4.3% | +6.1% | -1.9% | +2.7% |
| YTD | +23.3% | +14.7% | +8.6% | +20.0% |
| 1Y | +24.3% | +56.9% | -32.7% | +16.2% |
| 3Y | +15.5% | -71.6% | +87.1% | +13.6% |
| 5Y | -2.7% | -91.0% | +88.3% | +1.5% |
| 10Y | +128.8% | +55.9% | +73.0% | +83.9% |
| All | +128.8% | +56.9% | +71.9% | +83.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling