+35.7%
TSM vs SBUX
+31.0%
+4.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.6% | +2.0% |
| 7D | -2.1% | +4.9% | -7.0% | -2.5% |
| 30D | -12.5% | +21.2% | -33.7% | -14.4% |
| 3M | -5.0% | +5.7% | -10.7% | -5.2% |
| 6M | -3.2% | +6.0% | -9.2% | -3.2% |
| YTD | +31.5% | +32.9% | -1.4% | +26.1% |
| 1Y | +35.7% | +33.3% | +2.4% | +29.6% |
| All | +35.7% | +31.0% | +4.7% | +29.6% |
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 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