+11.3%
SBUX vs TROW
+11.3%
0.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -5.5% | -3.2% | -2.3% | -4.4% |
| 30D | -8.5% | -4.6% | -3.9% | -7.0% |
| 3M | -2.9% | -0.7% | -2.3% | -3.3% |
| 6M | -1.5% | +22.2% | -23.7% | -9.7% |
| YTD | +19.4% | +6.6% | +12.8% | +14.9% |
| 1Y | +22.9% | +5.8% | +17.1% | +18.4% |
| 3Y | +11.3% | +11.6% | -0.3% | -3.1% |
| All | +11.3% | +11.3% | 0.0% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling