-6.4%
SBUX vs TGT
-26.4%
+20.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | -6.2% | -5.0% | -1.2% | -4.8% |
| 30D | -6.4% | +3.0% | -9.5% | -7.4% |
| 3M | +1.0% | +22.6% | -21.6% | -5.3% |
| 6M | -0.4% | +31.2% | -31.6% | -8.8% |
| YTD | +20.0% | +63.7% | -43.7% | +2.4% |
| 1Y | +22.8% | +78.5% | -55.7% | +2.0% |
| 3Y | +12.3% | +40.5% | -28.2% | -4.6% |
| 5Y | -6.4% | -25.6% | +19.2% | -8.6% |
| All | -6.4% | -26.4% | +20.0% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling