+40,499.4%
SBUX vs PNR
+2,579.4%
+37,920.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.3% |
| 7D | -6.3% | -3.9% | -2.4% | -5.0% |
| 30D | -3.9% | -13.8% | +9.9% | +1.1% |
| 3M | +3.3% | -22.5% | +25.8% | +11.8% |
| 6M | +1.4% | -37.2% | +38.6% | +17.6% |
| YTD | +21.0% | -44.2% | +65.2% | +45.5% |
| 1Y | +22.4% | -46.6% | +69.1% | +49.5% |
| 3Y | +13.2% | -12.5% | +25.7% | +15.1% |
| 5Y | -5.2% | -19.3% | +14.2% | -2.5% |
| 10Y | +128.3% | +67.5% | +60.9% | +77.0% |
| All | +40,499.4% | +2,579.4% | +37,920.0% | +15,403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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