+737.1%
SBUX vs TRGP
+2,265.4%
-1,528.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.8% | -2.6% |
| 7D | -3.9% | -0.6% | -3.3% | -3.8% |
| 30D | -2.8% | +14.6% | -17.4% | -5.2% |
| 3M | +8.2% | +11.9% | -3.7% | +5.8% |
| 6M | +4.3% | +25.3% | -21.0% | -0.3% |
| YTD | +23.3% | +61.9% | -38.5% | +12.6% |
| 1Y | +24.3% | +87.3% | -63.0% | +10.2% |
| 3Y | +15.5% | +268.0% | -252.5% | -9.5% |
| 5Y | -2.7% | +638.2% | -640.9% | -32.6% |
| 10Y | +128.8% | +821.9% | -693.1% | +30.4% |
| All | +737.1% | +2,265.4% | -1,528.3% | +205.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling