-33.7%
TLT vs SBUX
-1.1%
-32.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | +0.1% |
| 7D | +0.4% | -3.9% | +4.3% | +0.6% |
| 30D | -0.3% | -2.8% | +2.5% | -0.2% |
| 3M | -1.7% | +8.2% | -9.9% | -2.1% |
| 6M | -4.9% | +4.3% | -9.2% | -5.1% |
| YTD | -2.8% | +23.3% | -26.1% | -3.7% |
| 1Y | -4.2% | +24.3% | -28.5% | -5.2% |
| 3Y | -1.1% | +15.5% | -16.5% | -2.3% |
| 5Y | -33.7% | -2.7% | -31.0% | -35.6% |
| All | -33.7% | -1.1% | -32.6% | -35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling