+1,712.8%
T vs SBUX
+43,306.7%
-41,593.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.7% | -1.7% |
| 7D | -1.3% | -3.1% | +1.9% | -0.7% |
| 30D | +11.4% | -0.9% | +12.2% | +11.5% |
| 3M | +14.3% | +11.6% | +2.7% | +12.1% |
| 6M | -9.3% | +8.8% | -18.0% | -10.8% |
| YTD | +7.1% | +26.3% | -19.2% | +2.5% |
| 1Y | -9.1% | +23.1% | -32.2% | -12.8% |
| 3Y | +105.3% | +15.0% | +90.4% | +95.0% |
| 5Y | +66.8% | +0.4% | +66.5% | +60.3% |
| 10Y | +66.8% | +130.7% | -63.9% | +37.6% |
| All | +1,712.8% | +43,306.7% | -41,593.9% | +740.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 all: compounded portfolio wealth divided by compounded SBUX 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…
all analysis · Full analysis span regression · 6 months rolling