+123.9%
SBUX vs TEAM
+514.4%
-390.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | -5.2% | -0.3% | -4.8% |
| 30D | -8.5% | +15.8% | -24.2% | -10.5% |
| 3M | -2.9% | +101.5% | -104.4% | -13.3% |
| 6M | -1.5% | +138.2% | -139.7% | -15.8% |
| YTD | +19.4% | +10.8% | +8.6% | +14.4% |
| 1Y | +22.9% | +1.7% | +21.3% | +19.1% |
| 3Y | +11.3% | -16.0% | +27.3% | +7.8% |
| 5Y | -6.9% | -52.7% | +45.9% | -7.4% |
| All | +123.9% | +514.4% | -390.5% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling