+397.0%
TSM vs SBUX
+18.0%
+379.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.1% | +3.2% |
| 7D | +2.7% | -3.1% | +5.9% | +3.5% |
| 30D | +3.6% | -0.9% | +4.5% | +3.8% |
| 3M | -3.4% | +11.6% | -15.0% | -6.5% |
| 6M | +20.6% | +8.8% | +11.8% | +17.2% |
| YTD | +41.9% | +26.3% | +15.6% | +32.3% |
| 1Y | +84.4% | +23.1% | +61.2% | +72.4% |
| All | +397.0% | +18.0% | +379.0% | +386.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling