+148.7%
SBUX vs RACE
+738.3%
-589.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.2% | +3.6% |
| 7D | +4.8% | +3.9% | +0.9% | +3.3% |
| 30D | +20.6% | +7.4% | +13.2% | +17.3% |
| 3M | +4.3% | +1.6% | +2.6% | +3.4% |
| 6M | +5.5% | +23.3% | -17.8% | -4.0% |
| YTD | +32.3% | +14.7% | +17.7% | +23.0% |
| 1Y | +31.2% | +2.5% | +28.6% | +27.8% |
| 3Y | +14.8% | +28.0% | -13.2% | -2.7% |
| 5Y | +8.0% | +69.8% | -61.9% | -21.5% |
| 10Y | +148.7% | +734.9% | -586.1% | +22.6% |
| All | +148.7% | +738.3% | -589.5% | +22.6% |
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