-2.7%
SBUX vs PWR
+458.8%
-461.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -2.9% |
| 7D | -3.9% | +4.5% | -8.4% | -4.9% |
| 30D | -2.8% | -4.9% | +2.1% | -1.9% |
| 3M | +8.2% | -7.9% | +16.1% | +9.3% |
| 6M | +4.3% | +18.3% | -14.1% | -2.3% |
| YTD | +23.3% | +51.5% | -28.2% | +7.4% |
| 1Y | +24.3% | +70.3% | -46.0% | +3.8% |
| 3Y | +15.5% | +210.6% | -195.1% | -24.4% |
| 5Y | -2.7% | +456.7% | -459.4% | -50.0% |
| All | -2.7% | +458.8% | -461.6% | -50.0% |
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