-2.7%
SBUX vs TMUS
+41.9%
-44.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -3.9% | -0.3% | -3.6% | -3.8% |
| 30D | -2.8% | +3.1% | -6.0% | -3.8% |
| 3M | +8.2% | +2.4% | +5.8% | +6.6% |
| 6M | +4.3% | -17.1% | +21.3% | +9.8% |
| YTD | +23.3% | -9.1% | +32.4% | +25.4% |
| 1Y | +24.3% | -23.6% | +47.9% | +34.5% |
| 3Y | +15.5% | +38.8% | -23.4% | -5.3% |
| 5Y | -2.7% | +43.0% | -45.7% | -21.4% |
| All | -2.7% | +41.9% | -44.6% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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