+42,297.2%
SBUX vs TAP
+786.6%
+41,510.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -3.1% | -2.3% | -0.8% | -2.7% |
| 30D | -0.9% | -2.1% | +1.3% | -0.5% |
| 3M | +11.6% | +6.6% | +5.0% | +9.9% |
| 6M | +8.8% | -11.5% | +20.3% | +11.3% |
| YTD | +26.3% | -10.3% | +36.6% | +28.6% |
| 1Y | +23.1% | -14.4% | +37.5% | +26.5% |
| 3Y | +15.0% | -28.3% | +43.2% | +21.5% |
| 5Y | +0.4% | +1.7% | -1.3% | -2.5% |
| 10Y | +130.7% | -49.2% | +179.9% | +147.4% |
| All | +42,297.2% | +786.6% | +41,510.7% | +29,221.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling