+23.1%
SBUX vs TOST
-20.0%
+43.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.3% | -1.3% |
| 7D | -3.1% | -3.4% | +0.3% | -2.8% |
| 30D | -0.9% | -2.4% | +1.6% | -0.6% |
| 3M | +11.6% | +34.6% | -23.0% | +7.7% |
| 6M | +8.8% | +15.2% | -6.4% | +6.5% |
| YTD | +26.3% | -4.4% | +30.7% | +27.5% |
| 1Y | +23.1% | -17.4% | +40.5% | +25.0% |
| All | +23.1% | -20.0% | +43.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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