+13.0%
SBUX vs TOST
+143.6%
-130.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +4.9% | +3.0% | +2.0% | +4.4% |
| 30D | +21.2% | +10.3% | +10.9% | +18.9% |
| 3M | +5.7% | -3.3% | +8.9% | +6.1% |
| 6M | +6.0% | +37.8% | -31.8% | -0.9% |
| YTD | +32.9% | -2.8% | +35.7% | +32.0% |
| 1Y | +33.3% | -9.6% | +42.9% | +34.3% |
| 3Y | +13.0% | +144.6% | -131.6% | -4.6% |
| All | +13.0% | +143.6% | -130.6% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling