-12.2%
TLT vs SBUX
+146.7%
-159.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.5% |
| 7D | -2.7% | +1.0% | -3.7% | -2.7% |
| 30D | +2.2% | +16.6% | -14.4% | +2.5% |
| 3M | -1.7% | -0.6% | -1.2% | -1.8% |
| 6M | -4.0% | +1.8% | -5.8% | -3.9% |
| YTD | -4.9% | +29.7% | -34.6% | -4.3% |
| 1Y | -7.4% | +26.1% | -33.4% | -6.8% |
| 3Y | +3.0% | +10.3% | -7.2% | +3.3% |
| 5Y | -35.1% | +7.6% | -42.7% | -35.4% |
| All | -12.2% | +146.7% | -159.0% | -6.2% |
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