+3.0%
SBUX vs TT
+129.2%
-126.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.6% |
| 7D | +1.7% | -2.0% | +3.7% | +2.4% |
| 30D | +12.6% | -14.0% | +26.7% | +18.6% |
| 3M | +0.8% | -15.9% | +16.7% | +7.0% |
| 6M | +0.2% | -17.3% | +17.5% | +6.2% |
| YTD | +27.4% | +4.0% | +23.5% | +21.6% |
| 1Y | +31.5% | -7.1% | +38.6% | +31.8% |
| 3Y | +9.3% | +90.2% | -81.0% | -26.4% |
| All | +3.0% | +129.2% | -126.2% | -42.0% |
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 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