+1,598.5%
TSM vs SBUX
+149.6%
+1,448.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.6% | +1.8% |
| 7D | -2.1% | +4.9% | -7.0% | -3.9% |
| 30D | -12.5% | +21.2% | -33.7% | -19.0% |
| 3M | -5.0% | +5.7% | -10.7% | -7.3% |
| 6M | -3.2% | +6.0% | -9.2% | -6.2% |
| YTD | +31.5% | +32.9% | -1.4% | +15.7% |
| 1Y | +35.7% | +33.3% | +2.4% | +18.9% |
| 3Y | +323.5% | +13.0% | +310.5% | +283.9% |
| 5Y | +263.4% | +8.8% | +254.5% | +226.6% |
| 10Y | +1,598.5% | +154.6% | +1,443.9% | +972.6% |
| All | +1,598.5% | +149.6% | +1,448.9% | +972.6% |
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 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