-35.5%
RBLX vs SBUX
+8.0%
-43.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.8% | +4.6% |
| 7D | +10.2% | -3.9% | +14.1% | +12.2% |
| 30D | +18.6% | -2.8% | +21.4% | +19.8% |
| 3M | +6.0% | +8.2% | -2.2% | +1.3% |
| 6M | -29.5% | +4.3% | -33.7% | -32.0% |
| YTD | -44.7% | +23.3% | -68.0% | -51.4% |
| 1Y | -65.1% | +24.3% | -89.4% | -69.8% |
| 3Y | +54.5% | +15.5% | +39.0% | +31.0% |
| 5Y | -46.3% | -2.7% | -43.6% | -57.9% |
| All | -35.5% | +8.0% | -43.5% | -58.5% |
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 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