+1.6%
SBUX vs PRU
+48.6%
-47.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | -3.1% | +1.9% | -5.0% | -3.9% |
| 30D | -0.9% | +2.7% | -3.6% | -2.1% |
| 3M | +11.6% | +19.5% | -7.9% | +3.2% |
| 6M | +8.8% | +26.6% | -17.9% | -2.3% |
| YTD | +26.3% | +12.3% | +14.0% | +19.2% |
| 1Y | +23.1% | +18.0% | +5.1% | +13.3% |
| 3Y | +15.0% | +47.0% | -32.1% | -6.7% |
| All | +1.6% | +48.6% | -47.0% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling