+44,496.8%
SBUX vs PTC
+1,706.2%
+42,790.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | +19.1% | +0.9% | +18.2% | +18.9% |
| 3M | +3.6% | +30.4% | -26.8% | -3.2% |
| 6M | +5.1% | +34.4% | -29.3% | -3.0% |
| YTD | +32.9% | +12.6% | +20.3% | +26.6% |
| 1Y | +30.4% | +10.2% | +20.2% | +24.8% |
| 3Y | +13.0% | +29.4% | -16.4% | +3.6% |
| 5Y | +10.5% | +63.7% | -53.2% | -3.8% |
| 10Y | +152.8% | +316.9% | -164.1% | +77.2% |
| All | +44,496.8% | +1,706.2% | +42,790.6% | +17,245.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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