+11.3%
SBUX vs POET
+120.8%
-109.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.5% |
| 7D | -5.5% | +0.4% | -5.9% | -5.5% |
| 30D | -8.5% | -10.4% | +1.9% | -8.4% |
| 3M | -2.9% | -29.3% | +26.4% | -2.8% |
| 6M | -1.5% | +6.9% | -8.4% | -2.6% |
| YTD | +19.4% | +25.6% | -6.2% | +17.7% |
| 1Y | +22.9% | +49.2% | -26.2% | +20.8% |
| 3Y | +11.3% | +128.4% | -117.2% | +2.4% |
| All | +11.3% | +120.8% | -109.5% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 3y: compounded portfolio wealth divided by compounded POET 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…
3y analysis · Full analysis span regression · 6 months rolling