+44,521.2%
SBUX vs PTC
+1,710.0%
+42,811.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.4% |
| 7D | +4.9% | +1.3% | +3.7% | +4.7% |
| 30D | +21.2% | +1.1% | +20.1% | +20.9% |
| 3M | +5.7% | +30.1% | -24.5% | -1.2% |
| 6M | +6.0% | +34.0% | -28.0% | -2.2% |
| YTD | +32.9% | +12.8% | +20.1% | +26.6% |
| 1Y | +33.3% | +10.7% | +22.5% | +27.4% |
| 3Y | +13.0% | +29.6% | -16.6% | +3.6% |
| 5Y | +8.8% | +63.5% | -54.7% | -5.2% |
| 10Y | +154.6% | +316.7% | -162.1% | +78.5% |
| All | +44,521.2% | +1,710.0% | +42,811.2% | +17,247.3% |
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