+16.3%
SBUX vs TYL
-8.1%
+24.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -0.6% |
| 7D | -3.1% | -3.7% | +0.5% | -2.5% |
| 30D | -0.9% | +18.7% | -19.6% | -4.0% |
| 3M | +11.6% | +18.1% | -6.5% | +7.7% |
| 6M | +8.8% | -1.1% | +9.9% | +8.7% |
| YTD | +26.3% | -19.8% | +46.1% | +32.4% |
| 1Y | +23.1% | -34.3% | +57.4% | +35.8% |
| All | +16.3% | -8.1% | +24.5% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 3y: compounded portfolio wealth divided by compounded TYL 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…
3y analysis · Full analysis span regression · 6 months rolling