+42,297.2%
SBUX vs TRMB
+3,757.5%
+38,539.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -1.1% |
| 7D | -3.1% | -2.5% | -0.6% | -2.7% |
| 30D | -0.9% | +1.5% | -2.4% | -1.3% |
| 3M | +11.6% | +6.8% | +4.8% | +9.8% |
| 6M | +8.8% | -14.9% | +23.7% | +11.7% |
| YTD | +26.3% | -24.1% | +50.4% | +32.3% |
| 1Y | +23.1% | -25.4% | +48.5% | +29.2% |
| 3Y | +15.0% | +8.0% | +6.9% | +11.3% |
| 5Y | +0.4% | -37.3% | +37.7% | +6.7% |
| 10Y | +130.7% | +116.8% | +13.9% | +92.7% |
| All | +42,297.2% | +3,757.5% | +38,539.7% | +20,698.3% |
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 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