-5.2%
SBUX vs TRMB
-39.0%
+33.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.1% |
| 7D | -6.3% | -2.9% | -3.4% | -5.2% |
| 30D | -3.9% | -1.8% | -2.1% | -3.4% |
| 3M | +3.3% | +8.4% | -5.1% | -0.4% |
| 6M | +1.4% | -18.5% | +20.0% | +8.6% |
| YTD | +21.0% | -26.7% | +47.7% | +34.5% |
| 1Y | +22.4% | -28.3% | +50.7% | +36.8% |
| 3Y | +13.2% | +12.6% | +0.6% | +2.4% |
| 5Y | -5.2% | -38.7% | +33.5% | +7.1% |
| All | -5.2% | -39.0% | +33.8% | +7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling