+154.6%
SBUX vs TT
+744.7%
-590.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +4.9% | +0.8% | +4.1% | +4.5% |
| 30D | +21.2% | -11.8% | +32.9% | +27.2% |
| 3M | +5.7% | -11.6% | +17.2% | +10.7% |
| 6M | +6.0% | -9.3% | +15.3% | +8.8% |
| YTD | +32.9% | +8.9% | +24.1% | +24.5% |
| 1Y | +33.3% | -2.2% | +35.5% | +31.1% |
| 3Y | +13.0% | +91.9% | -78.9% | -22.1% |
| 5Y | +8.8% | +136.0% | -127.2% | -34.4% |
| 10Y | +154.6% | +734.7% | -580.1% | -10.1% |
| All | +154.6% | +744.7% | -590.0% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 10y: compounded portfolio wealth divided by compounded TT 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…
10y analysis · Full analysis span regression · 6 months rolling