+903.4%
SBUX vs PODD
+767.5%
+135.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.9% |
| 7D | -3.1% | +1.6% | -4.8% | -3.5% |
| 30D | -0.9% | +10.7% | -11.5% | -3.0% |
| 3M | +11.6% | +0.7% | +10.9% | +10.3% |
| 6M | +8.8% | -39.3% | +48.1% | +18.2% |
| YTD | +26.3% | -48.1% | +74.4% | +41.5% |
| 1Y | +23.1% | -57.4% | +80.6% | +43.3% |
| 3Y | +15.0% | -23.3% | +38.2% | +14.8% |
| 5Y | +0.4% | -51.3% | +51.6% | +7.3% |
| 10Y | +130.7% | +242.0% | -111.3% | +57.8% |
| All | +903.4% | +767.5% | +135.8% | +342.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling