+123.9%
SBUX vs TGT
+207.4%
-83.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -5.5% | -5.2% | -0.2% | -4.0% |
| 30D | -8.5% | +1.2% | -9.7% | -8.8% |
| 3M | -2.9% | +18.4% | -21.3% | -7.7% |
| 6M | -1.5% | +33.4% | -35.0% | -9.7% |
| YTD | +19.4% | +63.8% | -44.4% | +3.1% |
| 1Y | +22.9% | +77.2% | -54.2% | +3.7% |
| 3Y | +11.3% | +41.8% | -30.5% | -3.7% |
| 5Y | -6.9% | -25.5% | +18.7% | -6.6% |
| All | +123.9% | +207.4% | -83.5% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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