+12.8%
SBUX vs TEAM
-15.1%
+27.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.7% | -2.0% |
| 7D | -6.3% | -4.7% | -1.6% | -5.9% |
| 30D | -3.9% | +17.0% | -20.9% | -5.3% |
| 3M | +3.3% | +85.9% | -82.6% | -3.5% |
| 6M | +1.4% | +116.7% | -115.2% | -7.9% |
| YTD | +21.0% | +9.6% | +11.3% | +20.7% |
| 1Y | +22.4% | -2.5% | +24.9% | +24.1% |
| All | +12.8% | -15.1% | +27.9% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling