+42,297.2%
SBUX vs PSA
+13,947.1%
+28,350.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.8% |
| 7D | -3.1% | -3.7% | +0.5% | -1.7% |
| 30D | -0.9% | -7.7% | +6.9% | +2.2% |
| 3M | +11.6% | -0.6% | +12.2% | +11.7% |
| 6M | +8.8% | -0.9% | +9.7% | +8.8% |
| YTD | +26.3% | +18.7% | +7.7% | +17.6% |
| 1Y | +23.1% | +7.6% | +15.5% | +18.9% |
| 3Y | +15.0% | +23.7% | -8.7% | +3.6% |
| 5Y | +0.4% | +13.7% | -13.3% | -7.8% |
| 10Y | +130.7% | +98.9% | +31.8% | +65.6% |
| All | +42,297.2% | +13,947.1% | +28,350.1% | +14,705.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 all: compounded portfolio wealth divided by compounded PSA 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…
all analysis · Full analysis span regression · 6 months rolling