+236.4%
TSM vs SBUX
+1.8%
+234.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.0% | +6.6% |
| 7D | -7.6% | +1.7% | -9.2% | -8.0% |
| 30D | -20.5% | +12.6% | -33.1% | -23.7% |
| 3M | -10.0% | +0.8% | -10.8% | -10.4% |
| 6M | -10.1% | +0.2% | -10.2% | -10.7% |
| YTD | +24.5% | +27.4% | -2.9% | +12.8% |
| 1Y | +31.2% | +31.5% | -0.3% | +17.0% |
| 3Y | +322.0% | +9.3% | +312.7% | +299.1% |
| All | +236.4% | +1.8% | +234.5% | +210.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling