+15.5%
SBUX vs PRU
+46.6%
-31.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.5% |
| 7D | -3.9% | +1.9% | -5.8% | -4.6% |
| 30D | -2.8% | -0.4% | -2.4% | -2.7% |
| 3M | +8.2% | +16.4% | -8.2% | +2.0% |
| 6M | +4.3% | +26.0% | -21.8% | -5.0% |
| YTD | +23.3% | +9.9% | +13.4% | +18.3% |
| 1Y | +24.3% | +18.8% | +5.5% | +15.0% |
| 3Y | +15.5% | +45.3% | -29.9% | -0.8% |
| All | +15.5% | +46.6% | -31.2% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling