+123.9%
SBUX vs TRGP
+863.3%
-739.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -8.5% | +8.0% | -16.5% | -9.9% |
| 3M | -2.9% | +8.3% | -11.2% | -4.7% |
| 6M | -1.5% | +23.9% | -25.4% | -6.1% |
| YTD | +19.4% | +59.6% | -40.3% | +8.1% |
| 1Y | +22.9% | +79.4% | -56.5% | +8.3% |
| 3Y | +11.3% | +269.4% | -258.1% | -15.4% |
| 5Y | -6.9% | +641.6% | -648.5% | -38.4% |
| All | +123.9% | +863.3% | -739.4% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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