+1.6%
SBUX vs PLUG
-91.8%
+93.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.5% |
| 7D | -3.1% | -0.9% | -2.2% | -3.1% |
| 30D | -0.9% | +3.3% | -4.2% | -1.2% |
| 3M | +11.6% | -39.7% | +51.3% | +15.4% |
| 6M | +8.8% | -12.5% | +21.3% | +8.6% |
| YTD | +26.3% | +10.2% | +16.2% | +23.1% |
| 1Y | +23.1% | +50.7% | -27.6% | +14.9% |
| 3Y | +15.0% | -74.5% | +89.5% | +16.5% |
| All | +1.6% | -91.8% | +93.4% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling