+1.6%
SBUX vs TPR
+239.8%
-238.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.1% | -2.3% | -0.8% | -2.5% |
| 30D | -0.9% | -23.0% | +22.1% | +6.1% |
| 3M | +11.6% | -12.5% | +24.1% | +14.6% |
| 6M | +8.8% | -21.4% | +30.2% | +14.7% |
| YTD | +26.3% | -3.5% | +29.8% | +24.6% |
| 1Y | +23.1% | +17.4% | +5.8% | +13.6% |
| 3Y | +15.0% | +291.3% | -276.3% | -31.2% |
| All | +1.6% | +239.8% | -238.2% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling