+21,250.0%
TXN vs SBUX
+42,284.6%
-21,034.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.5% | +1.0% |
| 7D | +2.2% | -3.9% | +6.1% | +3.5% |
| 30D | -9.5% | -2.8% | -6.7% | -8.7% |
| 3M | -10.5% | +8.2% | -18.7% | -13.2% |
| 6M | +35.4% | +4.3% | +31.1% | +32.6% |
| YTD | +51.8% | +23.3% | +28.4% | +40.2% |
| 1Y | +42.9% | +24.3% | +18.7% | +31.2% |
| 3Y | +71.3% | +15.5% | +55.9% | +57.0% |
| 5Y | +58.0% | -2.7% | +60.7% | +51.7% |
| 10Y | +393.3% | +128.8% | +264.4% | +255.4% |
| All | +21,250.0% | +42,284.6% | -21,034.7% | +3,512.8% |
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