-6.7%
SBUX vs TCOM
+29.4%
-36.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -5.5% | -4.9% | -0.6% | -4.7% |
| 30D | -8.5% | -14.4% | +5.9% | -6.1% |
| 3M | -2.9% | -17.7% | +14.8% | 0.0% |
| 6M | -1.5% | -25.1% | +23.6% | +3.1% |
| YTD | +19.4% | -45.7% | +65.1% | +31.4% |
| 1Y | +22.9% | -47.9% | +70.8% | +36.2% |
| 3Y | +11.3% | +8.9% | +2.3% | +2.7% |
| All | -6.7% | +29.4% | -36.1% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling