+132.8%
SBUX vs PWR
+2,415.3%
-2,282.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -3.1% |
| 7D | -3.9% | +4.5% | -8.4% | -5.2% |
| 30D | -2.8% | -4.9% | +2.1% | -1.6% |
| 3M | +8.2% | -7.9% | +16.1% | +9.5% |
| 6M | +4.3% | +18.3% | -14.1% | -3.9% |
| YTD | +23.3% | +51.5% | -28.2% | +4.0% |
| 1Y | +24.3% | +70.3% | -46.0% | -0.2% |
| 3Y | +15.5% | +210.6% | -195.1% | -29.1% |
| 5Y | -2.7% | +456.7% | -459.4% | -53.8% |
| All | +132.8% | +2,415.3% | -2,282.5% | -41.8% |
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