+43,429.5%
SBUX vs TRMB
+3,521.4%
+39,908.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.2% |
| 7D | +1.0% | +4.1% | -3.0% | +0.3% |
| 30D | +16.6% | -7.0% | +23.6% | +17.6% |
| 3M | -0.6% | -0.9% | +0.4% | -1.1% |
| 6M | +1.8% | -1.2% | +3.0% | +1.0% |
| YTD | +29.7% | -28.7% | +58.4% | +36.7% |
| 1Y | +26.1% | -32.1% | +58.1% | +34.0% |
| 3Y | +10.3% | +33.4% | -23.1% | +2.2% |
| 5Y | +7.6% | -35.6% | +43.2% | +13.4% |
| 10Y | +146.7% | +103.8% | +43.0% | +107.5% |
| All | +43,429.5% | +3,521.4% | +39,908.1% | +21,390.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling