+125.0%
SBUX vs TT
+954.8%
-829.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | -6.2% | -1.0% | -5.3% | -5.8% |
| 30D | -6.4% | -8.9% | +2.5% | -2.7% |
| 3M | +1.0% | -1.8% | +2.9% | +1.1% |
| 6M | -0.4% | +1.9% | -2.3% | -2.6% |
| YTD | +20.0% | +13.8% | +6.2% | +11.0% |
| 1Y | +22.8% | +6.1% | +16.6% | +16.9% |
| 3Y | +12.3% | +119.6% | -107.3% | -27.2% |
| 5Y | -6.4% | +145.9% | -152.3% | -44.1% |
| All | +125.0% | +954.8% | -829.8% | -24.0% |
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