+145.0%
SBUX vs PM
+264.7%
-119.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.6% |
| 7D | +1.6% | +0.5% | +1.0% | +1.3% |
| 30D | +14.8% | -3.2% | +18.0% | +16.0% |
| 3M | -0.8% | +6.2% | -7.0% | -3.2% |
| 6M | +2.2% | +7.7% | -5.4% | -1.1% |
| YTD | +29.5% | +27.3% | +2.2% | +16.7% |
| 1Y | +27.0% | +32.8% | -5.7% | +12.5% |
| 3Y | +10.9% | +150.0% | -139.1% | -28.3% |
| 5Y | +7.4% | +164.2% | -156.8% | -33.2% |
| All | +145.0% | +264.7% | -119.7% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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