+5,980.9%
SBUX vs PWR
+7,423.5%
-1,442.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.3% | -7.0% | -1.8% |
| 7D | +1.7% | -12.9% | +14.5% | +3.7% |
| 30D | +12.6% | -22.8% | +35.5% | +17.1% |
| 3M | +0.8% | -19.0% | +19.8% | +3.7% |
| 6M | +0.2% | -31.1% | +31.3% | +5.3% |
| YTD | +27.4% | +28.3% | -0.8% | +19.0% |
| 1Y | +31.5% | +22.2% | +9.3% | +23.6% |
| 3Y | +9.3% | +222.2% | -212.9% | -15.3% |
| 5Y | +1.5% | +364.2% | -362.6% | -27.0% |
| 10Y | +147.9% | +1,864.8% | -1,716.9% | +37.3% |
| All | +5,980.9% | +7,423.5% | -1,442.6% | +2,123.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling