+36.0%
TSM vs SBUX
+38.6%
-2.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.7% | -6.9% | -2.6% |
| 7D | -10.0% | +6.3% | -16.3% | -10.4% |
| 30D | -18.5% | +16.2% | -34.7% | -19.6% |
| 3M | -4.9% | +5.1% | -10.0% | -5.0% |
| 6M | -1.0% | +5.7% | -6.7% | -0.9% |
| YTD | +31.3% | +32.6% | -1.4% | +27.5% |
| 1Y | +36.0% | +41.3% | -5.3% | +32.5% |
| All | +36.0% | +38.6% | -2.6% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling