+419.8%
TXN vs SBUX
+127.2%
+292.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.0% |
| 7D | +4.0% | -5.5% | +9.5% | +6.6% |
| 30D | -2.9% | -8.5% | +5.6% | +0.9% |
| 3M | -9.1% | -2.9% | -6.2% | -8.4% |
| 6M | +36.6% | -1.5% | +38.2% | +36.2% |
| YTD | +57.5% | +19.4% | +38.1% | +43.0% |
| 1Y | +49.5% | +22.9% | +26.6% | +33.2% |
| 3Y | +76.5% | +11.3% | +65.3% | +58.3% |
| 5Y | +62.4% | -6.9% | +69.2% | +56.5% |
| All | +419.8% | +127.2% | +292.6% | +226.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling