-19.3%
TLT vs SBUX
+129.5%
-148.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | -0.1% |
| 7D | +0.4% | -3.9% | +4.3% | +0.3% |
| 30D | -0.3% | -2.8% | +2.5% | -0.4% |
| 3M | -1.7% | +8.2% | -9.9% | -1.5% |
| 6M | -4.9% | +4.3% | -9.2% | -4.8% |
| YTD | -2.8% | +23.3% | -26.1% | -2.2% |
| 1Y | -4.2% | +24.3% | -28.5% | -3.6% |
| 3Y | -1.1% | +15.5% | -16.5% | -0.5% |
| 5Y | -33.7% | -2.7% | -31.0% | -34.5% |
| All | -19.3% | +129.5% | -148.9% | -14.2% |
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