-6.4%
SBUX vs TE
-49.6%
+43.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -0.4% |
| 7D | -6.2% | +0.9% | -7.1% | -6.3% |
| 30D | -6.4% | -16.3% | +9.8% | -5.7% |
| 3M | +1.0% | -40.8% | +41.8% | +3.0% |
| 6M | -0.4% | -42.6% | +42.2% | +0.1% |
| YTD | +20.0% | -31.4% | +51.4% | +17.9% |
| 1Y | +22.8% | +144.9% | -122.1% | +5.7% |
| 3Y | +12.3% | -26.0% | +38.3% | +2.7% |
| 5Y | -6.4% | -48.5% | +42.1% | -18.3% |
| All | -6.4% | -49.6% | +43.2% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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