+1,672.6%
TSM vs SBUX
+146.7%
+1,525.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.0% |
| 7D | +14.8% | +1.0% | +13.8% | +14.4% |
| 30D | -8.9% | +16.6% | -25.5% | -14.3% |
| 3M | -5.3% | -0.6% | -4.7% | -5.3% |
| 6M | +2.6% | +1.8% | +0.8% | +1.0% |
| YTD | +34.5% | +29.7% | +4.8% | +19.5% |
| 1Y | +41.0% | +26.1% | +14.9% | +26.4% |
| 3Y | +333.1% | +10.3% | +322.9% | +296.5% |
| 5Y | +270.1% | +7.6% | +262.5% | +233.8% |
| All | +1,672.6% | +146.7% | +1,525.9% | +1,025.7% |
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