+32.7%
SBUX vs PR
+66.2%
-33.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.1% | +4.9% | +3.7% |
| 7D | +4.8% | -12.4% | +17.2% | +3.9% |
| 30D | +20.6% | -6.6% | +27.2% | +19.8% |
| 3M | +4.3% | +7.5% | -3.2% | +3.9% |
| 6M | +5.5% | +10.8% | -5.3% | +5.2% |
| YTD | +32.3% | +57.0% | -24.7% | +33.2% |
| All | +32.7% | +66.2% | -33.5% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 1y: compounded portfolio wealth divided by compounded PR 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…
1y analysis · Full analysis span regression · 6 months rolling