+41,298.9%
SBUX vs TRV
+4,552.3%
+36,746.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -1.9% |
| 7D | -3.9% | +0.5% | -4.4% | -4.1% |
| 30D | -2.8% | -4.9% | +2.0% | -0.9% |
| 3M | +8.2% | +23.7% | -15.5% | -1.5% |
| 6M | +4.3% | +20.3% | -16.1% | -4.1% |
| YTD | +23.3% | +27.1% | -3.7% | +10.7% |
| 1Y | +24.3% | +35.3% | -11.1% | +8.5% |
| 3Y | +15.5% | +139.8% | -124.4% | -22.6% |
| 5Y | -2.7% | +153.9% | -156.6% | -37.3% |
| 10Y | +128.8% | +285.9% | -157.0% | +20.3% |
| All | +41,298.9% | +4,552.3% | +36,746.6% | +8,834.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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