+119.7%
SBUX vs TEAM
+625.2%
-505.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +1.0% | -16.9% | +17.9% | +3.3% |
| 30D | +16.6% | -26.8% | +43.4% | +21.0% |
| 3M | -0.6% | -1.9% | +1.3% | -1.1% |
| 6M | +1.8% | +79.2% | -77.4% | -8.6% |
| YTD | +29.7% | -6.1% | +35.8% | +26.2% |
| 1Y | +26.1% | -2.1% | +28.1% | +21.9% |
| 3Y | +10.3% | -13.6% | +23.9% | +5.4% |
| 5Y | +7.6% | -65.8% | +73.4% | +11.2% |
| 10Y | +146.7% | +454.0% | -307.3% | +76.0% |
| All | +119.7% | +625.2% | -505.5% | +51.7% |
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