+2,136.8%
SBUX vs TRI
+507.2%
+1,629.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.1% |
| 7D | -6.3% | -8.4% | +2.1% | -2.8% |
| 30D | -3.9% | -6.5% | +2.6% | -1.6% |
| 3M | +3.3% | +18.6% | -15.3% | -6.9% |
| 6M | +1.4% | -10.4% | +11.9% | +2.2% |
| YTD | +21.0% | -23.7% | +44.7% | +29.3% |
| 1Y | +22.4% | -42.5% | +64.9% | +50.5% |
| 3Y | +13.2% | -19.3% | +32.5% | +14.2% |
| 5Y | -5.2% | -9.7% | +4.5% | -10.4% |
| 10Y | +128.3% | +194.4% | -66.1% | +18.0% |
| All | +2,136.8% | +507.2% | +1,629.6% | +578.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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