+2,870.2%
SBUX vs TPR
+8,233.9%
-5,363.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.5% | +1.4% | +3.0% |
| 7D | +4.8% | +12.7% | -7.9% | +0.7% |
| 30D | +20.6% | +17.1% | +3.5% | +14.4% |
| 3M | +4.3% | -15.9% | +20.1% | +9.1% |
| 6M | +5.5% | +2.6% | +2.9% | +2.9% |
| YTD | +32.3% | +7.5% | +24.8% | +26.0% |
| 1Y | +31.2% | +32.9% | -1.8% | +16.2% |
| 3Y | +14.8% | +413.8% | -399.0% | -37.6% |
| 5Y | +8.0% | +263.9% | -255.9% | -36.6% |
| 10Y | +148.7% | +389.7% | -241.0% | +10.9% |
| All | +2,870.2% | +8,233.9% | -5,363.8% | +375.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling