+290.7%
TSM vs SBUX
-1.1%
+291.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.7% | +3.2% |
| 7D | +6.0% | -3.9% | +9.9% | +7.4% |
| 30D | +4.5% | -2.8% | +7.3% | +5.4% |
| 3M | +3.1% | +8.2% | -5.1% | -0.2% |
| 6M | +30.2% | +4.3% | +26.0% | +27.2% |
| YTD | +45.2% | +23.3% | +21.9% | +33.3% |
| 1Y | +79.6% | +24.3% | +55.3% | +63.2% |
| 3Y | +411.0% | +15.5% | +395.5% | +366.7% |
| 5Y | +290.7% | -2.7% | +293.4% | +266.1% |
| All | +290.7% | -1.1% | +291.8% | +266.1% |
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