+15.5%
SBUX vs PM
+124.9%
-109.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.5% |
| 7D | -3.9% | -1.3% | -2.6% | -3.8% |
| 30D | -2.8% | -2.6% | -0.3% | -2.6% |
| 3M | +8.2% | +5.8% | +2.4% | +7.3% |
| 6M | +4.3% | +10.6% | -6.3% | +2.8% |
| YTD | +23.3% | +17.2% | +6.2% | +20.7% |
| 1Y | +24.3% | +17.6% | +6.7% | +21.3% |
| 3Y | +15.5% | +124.3% | -108.8% | -10.3% |
| All | +15.5% | +124.9% | -109.4% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling