+7.6%
SBUX vs TSN
-16.4%
+24.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | +1.0% | -1.4% | +2.5% | +1.4% |
| 30D | +16.6% | +10.2% | +6.4% | +14.2% |
| 3M | -0.6% | +7.2% | -7.7% | -2.2% |
| 6M | +1.8% | -10.6% | +12.4% | +4.1% |
| YTD | +29.7% | +3.7% | +26.0% | +27.3% |
| 1Y | +26.1% | +13.5% | +12.6% | +20.7% |
| 3Y | +10.3% | +40.1% | -29.8% | -1.6% |
| 5Y | +7.6% | -14.5% | +22.1% | +11.9% |
| All | +7.6% | -16.4% | +24.0% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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