+5.1%
SBUX vs TEAM
+68.9%
-63.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.6% | -0.1% |
| 7D | +0.2% | -19.7% | +19.9% | +0.4% |
| 30D | +19.1% | -26.6% | +45.7% | +19.3% |
| 3M | +3.6% | -1.1% | +4.7% | +3.6% |
| 6M | +5.1% | +74.6% | -69.5% | +3.9% |
| All | +5.1% | +68.9% | -63.8% | +3.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling