+13,634.3%
TSM vs SBUX
+5,819.1%
+7,815.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.1% | +3.3% |
| 7D | +2.7% | -3.1% | +5.9% | +3.9% |
| 30D | +3.6% | -0.9% | +4.5% | +3.9% |
| 3M | -3.4% | +11.6% | -15.0% | -7.7% |
| 6M | +20.6% | +8.8% | +11.8% | +15.9% |
| YTD | +41.9% | +26.3% | +15.6% | +28.7% |
| 1Y | +84.4% | +23.1% | +61.2% | +67.8% |
| 3Y | +380.2% | +15.0% | +365.3% | +333.1% |
| 5Y | +275.3% | +0.4% | +275.0% | +251.2% |
| 10Y | +1,751.4% | +130.7% | +1,620.7% | +1,136.5% |
| All | +13,634.3% | +5,819.1% | +7,815.2% | +2,233.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling