+2,876.9%
TQQQ vs SBUX
+127.2%
+2,749.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +3.1% |
| 7D | -1.9% | -5.5% | +3.6% | +4.8% |
| 30D | -4.9% | -8.5% | +3.6% | +5.3% |
| 3M | -6.4% | -2.9% | -3.5% | -5.0% |
| 6M | +44.4% | -1.5% | +45.9% | +42.0% |
| YTD | +35.2% | +19.4% | +15.8% | +3.5% |
| 1Y | +49.5% | +22.9% | +26.6% | +7.5% |
| 3Y | +250.7% | +11.3% | +239.4% | +150.4% |
| 5Y | +104.7% | -6.9% | +111.6% | +107.8% |
| All | +2,876.9% | +127.2% | +2,749.7% | +1,088.1% |
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