+123.9%
SBUX vs PODD
+223.0%
-99.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.1% |
| 7D | -5.5% | -10.5% | +5.0% | -3.4% |
| 30D | -8.5% | -9.0% | +0.6% | -6.8% |
| 3M | -2.9% | -11.5% | +8.6% | -1.4% |
| 6M | -1.5% | -44.7% | +43.2% | +9.4% |
| YTD | +19.4% | -53.6% | +73.0% | +37.5% |
| 1Y | +22.9% | -61.0% | +83.9% | +46.6% |
| 3Y | +11.3% | -24.7% | +36.0% | +11.0% |
| 5Y | -6.9% | -55.5% | +48.6% | +1.2% |
| All | +123.9% | +223.0% | -99.1% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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