-2.7%
SBUX vs TT
+146.0%
-148.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -1.9% | -2.2% |
| 7D | -3.9% | +1.6% | -5.5% | -4.5% |
| 30D | -2.8% | -7.3% | +4.5% | 0.0% |
| 3M | +8.2% | -2.6% | +10.8% | +8.5% |
| 6M | +4.3% | +5.9% | -1.6% | +0.4% |
| YTD | +23.3% | +15.4% | +7.9% | +13.9% |
| 1Y | +24.3% | +8.2% | +16.0% | +17.6% |
| 3Y | +15.5% | +122.7% | -107.2% | -26.7% |
| 5Y | -2.7% | +145.0% | -147.7% | -47.4% |
| All | -2.7% | +146.0% | -148.7% | -47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling