+10.5%
SBUX vs TEAM
-65.3%
+75.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.6% | -0.4% |
| 7D | +0.2% | -19.7% | +19.9% | +2.8% |
| 30D | +19.1% | -26.6% | +45.7% | +23.4% |
| 3M | +3.6% | -1.1% | +4.7% | +2.9% |
| 6M | +5.1% | +74.6% | -69.5% | -5.3% |
| YTD | +32.9% | -6.0% | +38.8% | +30.4% |
| 1Y | +30.4% | -3.2% | +33.6% | +27.3% |
| 3Y | +13.0% | -13.5% | +26.5% | +8.5% |
| 5Y | +10.5% | -65.5% | +76.0% | +18.4% |
| All | +10.5% | -65.3% | +75.8% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling