+6.8%
SBUX vs TOST
-48.6%
+55.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.1% |
| 7D | +1.0% | -4.7% | +5.7% | +1.9% |
| 30D | +16.6% | +8.5% | +8.1% | +14.9% |
| 3M | -0.6% | -1.6% | +1.0% | -0.5% |
| 6M | +1.8% | +44.1% | -42.3% | -5.1% |
| YTD | +29.7% | -5.6% | +35.3% | +29.1% |
| 1Y | +26.1% | -12.6% | +38.6% | +27.2% |
| 3Y | +10.3% | +137.6% | -127.3% | -8.8% |
| 5Y | +7.6% | -30.4% | +38.0% | -8.7% |
| All | +6.8% | -48.6% | +55.4% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling