+154.6%
SBUX vs PWR
+1,818.7%
-1,664.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.9% |
| 7D | +4.9% | -11.2% | +16.2% | +7.8% |
| 30D | +21.2% | -17.4% | +38.6% | +26.6% |
| 3M | +5.7% | -11.7% | +17.4% | +7.8% |
| 6M | +6.0% | -21.7% | +27.7% | +10.7% |
| YTD | +32.9% | +38.3% | -5.3% | +13.3% |
| 1Y | +33.3% | +29.6% | +3.7% | +15.8% |
| 3Y | +13.0% | +236.1% | -223.1% | -34.3% |
| 5Y | +8.8% | +406.3% | -397.5% | -47.9% |
| 10Y | +154.6% | +1,796.7% | -1,642.1% | -34.5% |
| All | +154.6% | +1,818.7% | -1,664.1% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling