+145.4%
SBUX vs TPR
+365.1%
-219.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +1.0% | -1.1% | +2.2% | +1.4% |
| 30D | +16.6% | +15.1% | +1.5% | +12.2% |
| 3M | -0.6% | -13.4% | +12.8% | +2.5% |
| 6M | +1.8% | +1.4% | +0.5% | +0.1% |
| YTD | +29.7% | +4.8% | +24.9% | +25.5% |
| 1Y | +26.1% | +29.2% | -3.1% | +15.1% |
| 3Y | +10.3% | +403.7% | -393.4% | -32.7% |
| 5Y | +7.6% | +230.8% | -223.2% | -28.8% |
| All | +145.4% | +365.1% | -219.6% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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