+43,351.9%
SBUX vs TFC
+2,014.4%
+41,337.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.7% |
| 7D | +1.6% | +2.3% | -0.7% | +0.7% |
| 30D | +14.8% | +10.8% | +4.0% | +10.1% |
| 3M | -0.8% | -3.8% | +3.0% | +0.7% |
| 6M | +2.2% | +9.6% | -7.3% | -1.9% |
| YTD | +29.5% | +5.8% | +23.7% | +25.6% |
| 1Y | +27.0% | +16.2% | +10.9% | +18.5% |
| 3Y | +10.9% | +96.0% | -85.0% | -18.3% |
| 5Y | +7.4% | +1.7% | +5.7% | -0.3% |
| 10Y | +146.3% | +79.9% | +66.4% | +65.0% |
| All | +43,351.9% | +2,014.4% | +41,337.6% | +10,287.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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