+4,091.0%
SBUX vs PLUG
-98.6%
+4,189.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.4% |
| 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% | +14.7% |
| 6M | +8.8% | -12.5% | +21.3% | +8.7% |
| YTD | +26.3% | +10.2% | +16.2% | +23.8% |
| 1Y | +23.1% | +50.7% | -27.6% | +16.9% |
| 3Y | +15.0% | -74.5% | +89.5% | +13.9% |
| 5Y | +0.4% | -91.8% | +92.1% | +3.5% |
| 10Y | +130.7% | +43.7% | +87.0% | +86.2% |
| All | +4,091.0% | -98.6% | +4,189.6% | +3,288.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling