+10.3%
SBUX vs PLUG
-66.9%
+77.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -10.5% | +9.7% | -0.2% |
| 7D | +1.0% | -23.4% | +24.4% | +2.3% |
| 30D | +14.1% | -23.4% | +37.6% | +15.5% |
| 3M | -1.4% | -51.7% | +50.4% | +1.9% |
| 6M | +1.6% | -72.0% | +73.6% | +7.6% |
| YTD | +28.7% | -43.7% | +72.3% | +30.6% |
| 1Y | +26.3% | -55.4% | +81.7% | +29.4% |
| 3Y | +10.3% | -68.0% | +78.3% | +7.7% |
| All | +10.3% | -66.9% | +77.1% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling