+145.0%
SBUX vs TT
+725.1%
-580.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | +0.4% |
| 7D | +1.6% | +4.0% | -2.5% | -0.1% |
| 30D | +14.8% | -11.3% | +26.1% | +20.3% |
| 3M | -0.8% | -12.3% | +11.5% | +4.3% |
| 6M | +2.2% | -10.8% | +13.1% | +5.7% |
| YTD | +29.5% | +8.2% | +21.3% | +21.6% |
| 1Y | +27.0% | +1.5% | +25.6% | +22.8% |
| 3Y | +10.9% | +91.5% | -80.5% | -23.5% |
| 5Y | +7.4% | +130.2% | -122.8% | -34.5% |
| All | +145.0% | +725.1% | -580.1% | -13.8% |
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