-5.2%
SBUX vs PODD
-54.3%
+49.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.1% | -1.3% |
| 7D | -6.3% | -6.9% | +0.6% | -4.9% |
| 30D | -3.9% | -3.5% | -0.4% | -3.3% |
| 3M | +3.3% | -13.6% | +16.9% | +5.3% |
| 6M | +1.4% | -42.6% | +44.1% | +12.8% |
| YTD | +21.0% | -51.5% | +72.4% | +39.8% |
| 1Y | +22.4% | -60.9% | +83.3% | +48.7% |
| 3Y | +13.2% | -19.8% | +33.0% | +9.7% |
| 5Y | -5.2% | -54.4% | +49.2% | -0.4% |
| All | -5.2% | -54.3% | +49.1% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling