+41,298.9%
SBUX vs TGT
+5,824.4%
+35,474.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.0% |
| 7D | -3.9% | -0.6% | -3.3% | -3.7% |
| 30D | -2.8% | +9.5% | -12.4% | -5.9% |
| 3M | +8.2% | +32.3% | -24.1% | -2.1% |
| 6M | +4.3% | +37.0% | -32.8% | -7.1% |
| YTD | +23.3% | +71.0% | -47.7% | +1.5% |
| 1Y | +24.3% | +85.0% | -60.7% | -0.6% |
| 3Y | +15.5% | +46.8% | -31.4% | -4.2% |
| 5Y | -2.7% | -22.7% | +20.0% | -2.4% |
| 10Y | +128.8% | +216.3% | -87.4% | +30.1% |
| All | +41,298.9% | +5,824.4% | +35,474.5% | +10,570.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling