+125.0%
SBUX vs TRMB
+118.7%
+6.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | -6.2% | -5.4% | -0.8% | -4.2% |
| 30D | -6.4% | -2.0% | -4.5% | -5.9% |
| 3M | +1.0% | +12.3% | -11.3% | -3.9% |
| 6M | -0.4% | -17.6% | +17.2% | +6.1% |
| YTD | +20.0% | -27.5% | +47.4% | +33.7% |
| 1Y | +22.8% | -29.1% | +51.9% | +37.6% |
| 3Y | +12.3% | +11.5% | +0.8% | +2.3% |
| 5Y | -6.4% | -39.5% | +33.1% | +6.2% |
| All | +125.0% | +118.7% | +6.3% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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