+641.0%
SBUX vs TDG
+12,853.5%
-12,212.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | -6.2% | -2.7% | -3.6% | -5.2% |
| 30D | -6.4% | -9.3% | +2.8% | -2.6% |
| 3M | +1.0% | -7.1% | +8.1% | +3.7% |
| 6M | -0.4% | -11.2% | +10.8% | +3.5% |
| YTD | +20.0% | -15.3% | +35.2% | +26.5% |
| 1Y | +22.8% | -12.5% | +35.2% | +27.2% |
| 3Y | +12.3% | +51.2% | -38.9% | -10.1% |
| 5Y | -6.4% | +126.1% | -132.5% | -37.8% |
| 10Y | +126.5% | +536.2% | -409.8% | -12.9% |
| All | +641.0% | +12,853.5% | -12,212.5% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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