+114.0%
SBUX vs TEAM
+802.8%
-688.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.9% |
| 7D | -3.1% | -0.4% | -2.7% | -3.1% |
| 30D | -0.9% | +67.3% | -68.2% | -8.4% |
| 3M | +11.6% | +86.8% | -75.2% | +1.0% |
| 6M | +8.8% | +146.8% | -138.0% | -7.0% |
| YTD | +26.3% | +16.9% | +9.4% | +20.2% |
| 1Y | +23.1% | +12.8% | +10.3% | +17.4% |
| 3Y | +15.0% | -7.3% | +22.2% | +9.7% |
| 5Y | +0.4% | -50.7% | +51.1% | -1.0% |
| 10Y | +130.7% | +529.8% | -399.1% | +62.2% |
| All | +114.0% | +802.8% | -688.7% | +44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling