+5,926.7%
SBUX vs PWR
+8,583.6%
-2,656.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | -3.1% | +3.6% | -6.7% | -3.8% |
| 30D | -0.9% | -8.6% | +7.7% | +0.6% |
| 3M | +11.6% | -13.2% | +24.8% | +13.6% |
| 6M | +8.8% | +9.9% | -1.1% | +5.6% |
| YTD | +26.3% | +48.0% | -21.7% | +15.9% |
| 1Y | +23.1% | +66.2% | -43.0% | +10.2% |
| 3Y | +15.0% | +195.1% | -180.2% | -8.8% |
| 5Y | +0.4% | +442.6% | -442.2% | -29.2% |
| 10Y | +130.7% | +2,334.2% | -2,203.5% | +24.2% |
| All | +5,926.7% | +8,583.6% | -2,656.9% | +2,066.1% |
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