-6.4%
SBUX vs PSKY
-71.2%
+64.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.0% |
| 7D | -6.2% | -6.0% | -0.3% | -5.7% |
| 30D | -6.4% | +10.7% | -17.1% | -7.3% |
| 3M | +1.0% | +1.2% | -0.1% | +0.8% |
| 6M | -0.4% | +1.5% | -1.9% | -0.9% |
| YTD | +20.0% | -21.8% | +41.7% | +21.8% |
| 1Y | +22.8% | -30.2% | +52.9% | +25.4% |
| 3Y | +12.3% | -20.1% | +32.4% | +9.0% |
| 5Y | -6.4% | -70.5% | +64.1% | +2.6% |
| All | -6.4% | -71.2% | +64.8% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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