+6,239.4%
SBUX vs PWR
+8,356.0%
-2,116.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.3% | -0.8% |
| 7D | +0.2% | +4.7% | -4.6% | -0.8% |
| 30D | +19.1% | -12.5% | +31.6% | +21.1% |
| 3M | +3.6% | -9.3% | +12.9% | +4.5% |
| 6M | +5.1% | -22.2% | +27.3% | +8.1% |
| YTD | +32.9% | +44.2% | -11.3% | +21.5% |
| 1Y | +30.4% | +35.5% | -5.1% | +20.4% |
| 3Y | +13.0% | +250.4% | -237.5% | -13.8% |
| 5Y | +10.5% | +425.6% | -415.1% | -22.2% |
| 10Y | +152.8% | +1,874.2% | -1,721.5% | +39.5% |
| All | +6,239.4% | +8,356.0% | -2,116.6% | +2,170.1% |
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