+24.3%
SBUX vs PLUG
+53.7%
-29.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.1% | -6.5% | -2.5% |
| 7D | -3.9% | +8.1% | -12.0% | -4.2% |
| 30D | -2.8% | +3.7% | -6.5% | -3.0% |
| 3M | +8.2% | -29.2% | +37.4% | +9.6% |
| 6M | +4.3% | +6.1% | -1.9% | +3.2% |
| YTD | +23.3% | +14.7% | +8.6% | +21.3% |
| 1Y | +24.3% | +56.9% | -32.7% | +25.4% |
| All | +24.3% | +53.7% | -29.5% | +25.4% |
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