+145.0%
SBUX vs PRU
+99.2%
+45.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | +1.6% | +3.6% | -2.0% | +0.1% |
| 30D | +14.8% | +8.9% | +6.0% | +10.8% |
| 3M | -0.8% | +0.2% | -1.0% | -0.9% |
| 6M | +2.2% | +23.7% | -21.5% | -7.0% |
| YTD | +29.5% | +13.7% | +15.7% | +21.4% |
| 1Y | +27.0% | +20.6% | +6.4% | +16.1% |
| 3Y | +10.9% | +56.3% | -45.4% | -11.0% |
| 5Y | +7.4% | +42.3% | -34.9% | -11.5% |
| All | +145.0% | +99.2% | +45.7% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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