+145.4%
SBUX vs TAP
-47.7%
+193.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | +1.0% | -6.3% | +7.4% | +2.9% |
| 30D | +16.6% | +2.7% | +13.9% | +15.5% |
| 3M | -0.6% | -3.7% | +3.2% | +0.2% |
| 6M | +1.8% | -2.0% | +3.8% | +1.9% |
| YTD | +29.7% | -12.3% | +42.0% | +33.3% |
| 1Y | +26.1% | -10.1% | +36.1% | +28.5% |
| 3Y | +10.3% | -25.3% | +35.5% | +16.9% |
| 5Y | +7.6% | -1.9% | +9.6% | +3.2% |
| All | +145.4% | -47.7% | +193.1% | +142.7% |
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