+123.9%
SBUX vs PNC
+279.5%
-155.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -5.5% | -0.6% | -4.9% | -5.2% |
| 30D | -8.5% | -4.4% | -4.1% | -6.6% |
| 3M | -2.9% | +5.2% | -8.1% | -5.3% |
| 6M | -1.5% | +20.6% | -22.2% | -9.9% |
| YTD | +19.4% | +19.8% | -0.4% | +9.3% |
| 1Y | +22.9% | +24.4% | -1.5% | +10.3% |
| 3Y | +11.3% | +131.2% | -119.9% | -26.1% |
| 5Y | -6.9% | +53.1% | -60.0% | -26.7% |
| All | +123.9% | +279.5% | -155.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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