+3.0%
SBUX vs PWR
+348.8%
-345.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.3% | -7.0% | -2.0% |
| 7D | +1.7% | -12.9% | +14.5% | +4.0% |
| 30D | +12.6% | -22.8% | +35.5% | +18.0% |
| 3M | +0.8% | -19.0% | +19.8% | +4.2% |
| 6M | +0.2% | -31.1% | +31.3% | +6.8% |
| YTD | +27.4% | +28.3% | -0.8% | +13.6% |
| 1Y | +31.5% | +22.2% | +9.3% | +18.5% |
| 3Y | +9.3% | +222.2% | -212.9% | -31.8% |
| All | +3.0% | +348.8% | -345.8% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling