+1,815.4%
TSM vs SBUX
+125.1%
+1,690.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.1% |
| 7D | +4.8% | -6.3% | +11.0% | +7.4% |
| 30D | +4.0% | -3.9% | +7.9% | +5.5% |
| 3M | +2.0% | +3.3% | -1.3% | +0.1% |
| 6M | +25.5% | +1.4% | +24.1% | +23.5% |
| YTD | +44.0% | +21.0% | +23.0% | +31.7% |
| 1Y | +75.4% | +22.4% | +53.0% | +58.4% |
| 3Y | +406.7% | +13.2% | +393.5% | +355.2% |
| 5Y | +285.0% | -5.2% | +290.2% | +266.3% |
| 10Y | +1,815.4% | +128.3% | +1,687.0% | +1,092.4% |
| All | +1,815.4% | +125.1% | +1,690.3% | +1,092.4% |
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