-12.3%
TLT vs SBUX
+149.6%
-162.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.3% |
| 7D | -0.3% | +4.9% | -5.2% | -0.2% |
| 30D | +3.7% | +21.2% | -17.4% | +4.2% |
| 3M | -0.7% | +5.7% | -6.3% | -0.5% |
| 6M | -4.2% | +6.0% | -10.2% | -4.1% |
| YTD | -4.0% | +32.9% | -36.9% | -3.2% |
| 1Y | -5.8% | +33.3% | -39.1% | -5.1% |
| 3Y | +4.1% | +13.0% | -8.9% | +4.4% |
| 5Y | -34.8% | +8.8% | -43.6% | -35.2% |
| 10Y | -12.3% | +154.6% | -167.0% | -6.4% |
| All | -12.3% | +149.6% | -162.0% | -6.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling