+123.9%
SBUX vs TEL
+316.2%
-192.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.6% | -4.1% | -2.2% |
| 7D | -5.5% | +1.6% | -7.1% | -6.2% |
| 30D | -8.5% | -0.7% | -7.8% | -8.4% |
| 3M | -2.9% | +2.4% | -5.3% | -4.8% |
| 6M | -1.5% | +4.1% | -5.7% | -5.5% |
| YTD | +19.4% | -5.8% | +25.2% | +19.2% |
| 1Y | +22.9% | +0.9% | +22.1% | +17.5% |
| 3Y | +11.3% | +72.6% | -61.3% | -22.4% |
| 5Y | -6.9% | +57.5% | -64.4% | -32.9% |
| All | +123.9% | +316.2% | -192.3% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling