+139.6%
SBUX vs PLUG
+20.8%
+118.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.4% | -8.1% | -1.2% |
| 7D | +1.7% | +5.8% | -4.2% | +1.2% |
| 30D | +12.6% | -18.5% | +31.2% | +14.2% |
| 3M | +0.8% | -30.0% | +30.8% | +3.2% |
| 6M | +0.2% | -56.2% | +56.4% | +5.4% |
| YTD | +27.4% | -26.4% | +53.8% | +27.8% |
| 1Y | +31.5% | -42.2% | +73.7% | +33.9% |
| 3Y | +9.3% | -76.8% | +86.1% | +8.9% |
| 5Y | +1.5% | -96.2% | +97.7% | +12.8% |
| All | +139.6% | +20.8% | +118.8% | +99.9% |
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