+22.9%
SBUX vs TGT
+78.4%
-55.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -5.5% | -5.2% | -0.2% | -3.9% |
| 30D | -8.5% | +1.2% | -9.7% | -8.8% |
| 3M | -2.9% | +18.4% | -21.3% | -8.5% |
| 6M | -1.5% | +33.4% | -35.0% | -11.4% |
| YTD | +19.4% | +63.8% | -44.4% | -2.6% |
| 1Y | +22.9% | +77.2% | -54.2% | -5.3% |
| All | +22.9% | +78.4% | -55.5% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling