+145.4%
SBUX vs RACE
+717.8%
-572.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.4% |
| 7D | +1.0% | -4.0% | +5.0% | +2.7% |
| 30D | +16.6% | +3.5% | +13.0% | +15.1% |
| 3M | -0.6% | -0.4% | -0.1% | -0.6% |
| 6M | +1.8% | +23.2% | -21.3% | -7.3% |
| YTD | +29.7% | +11.0% | +18.7% | +22.1% |
| 1Y | +26.1% | -2.2% | +28.3% | +25.2% |
| 3Y | +10.3% | +22.5% | -12.3% | -4.8% |
| 5Y | +7.6% | +63.2% | -55.5% | -20.4% |
| All | +145.4% | +717.8% | -572.4% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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