+117.0%
SBUX vs RACE
+647.6%
-530.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.6% |
| 7D | -3.1% | -2.5% | -0.6% | -2.3% |
| 30D | -0.9% | +0.8% | -1.7% | -1.3% |
| 3M | +11.6% | +17.2% | -5.5% | +4.7% |
| 6M | +8.8% | +13.6% | -4.8% | +2.6% |
| YTD | +26.3% | +12.2% | +14.1% | +19.2% |
| 1Y | +23.1% | -16.3% | +39.4% | +29.0% |
| 3Y | +15.0% | +36.4% | -21.5% | -3.0% |
| 5Y | +0.4% | +95.0% | -94.6% | -27.5% |
| 10Y | +130.7% | +813.2% | -682.6% | +18.0% |
| All | +117.0% | +647.6% | -530.6% | +8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling