+7.3%
SBUX vs TE
-82.5%
+89.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.9% | 0.0% |
| 7D | +1.6% | -19.1% | +20.6% | +2.7% |
| 30D | +14.8% | -34.1% | +49.0% | +17.1% |
| 3M | -0.8% | -60.1% | +59.3% | +3.7% |
| 6M | +2.2% | -66.0% | +68.2% | +5.3% |
| YTD | +29.5% | -71.4% | +100.9% | +32.9% |
| 1Y | +27.0% | -45.3% | +72.3% | +23.1% |
| 3Y | +10.9% | +9.1% | +1.8% | -9.0% |
| All | +7.3% | -82.5% | +89.8% | +2.5% |
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