+128.3%
SBUX vs TAP
-51.4%
+179.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | -6.3% | -5.1% | -1.2% | -4.8% |
| 30D | -3.9% | -8.4% | +4.6% | -1.5% |
| 3M | +3.3% | -3.9% | +7.2% | +4.2% |
| 6M | +1.4% | -14.4% | +15.8% | +5.5% |
| YTD | +21.0% | -14.7% | +35.7% | +25.6% |
| 1Y | +22.4% | -18.7% | +41.1% | +28.7% |
| 3Y | +13.2% | -32.6% | +45.9% | +23.9% |
| 5Y | -5.2% | -1.4% | -3.8% | -9.2% |
| 10Y | +128.3% | -50.4% | +178.7% | +130.0% |
| All | +128.3% | -51.4% | +179.7% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 10y: compounded portfolio wealth divided by compounded TAP 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…
10y analysis · Full analysis span regression · 6 months rolling