+14.8%
SBUX vs PM
+141.6%
-126.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.2% | +4.0% |
| 7D | +4.8% | -7.3% | +12.1% | +5.6% |
| 30D | +20.6% | -4.0% | +24.6% | +21.1% |
| 3M | +4.3% | +2.7% | +1.5% | +4.0% |
| 6M | +5.5% | +14.9% | -9.3% | +4.2% |
| YTD | +32.3% | +23.5% | +8.8% | +29.5% |
| 1Y | +31.2% | +30.4% | +0.8% | +27.7% |
| 3Y | +14.8% | +143.2% | -128.4% | -3.9% |
| All | +14.8% | +141.6% | -126.8% | -3.9% |
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 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