+8.1%
SBUX vs TPG
+74.1%
-66.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.0% |
| 7D | -5.5% | -9.4% | +3.9% | -2.8% |
| 30D | -8.5% | -5.3% | -3.2% | -7.3% |
| 3M | -2.9% | +12.9% | -15.8% | -7.0% |
| 6M | -1.5% | +20.1% | -21.6% | -8.1% |
| YTD | +19.4% | -22.5% | +41.9% | +27.4% |
| 1Y | +22.9% | -19.7% | +42.6% | +29.1% |
| 3Y | +11.3% | +81.2% | -69.9% | -15.1% |
| All | +8.1% | +74.1% | -66.0% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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