+11.8%
SBUX vs TRGP
+262.4%
-250.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -6.2% | -0.6% | -5.7% | -6.1% |
| 30D | -6.4% | +10.0% | -16.4% | -8.4% |
| 3M | +1.0% | +7.6% | -6.6% | -0.9% |
| 6M | -0.4% | +26.8% | -27.2% | -6.4% |
| YTD | +20.0% | +60.6% | -40.6% | +5.9% |
| 1Y | +22.8% | +82.5% | -59.7% | +3.9% |
| All | +11.8% | +262.4% | -250.5% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling