+119.0%
SBUX vs RACE
+658.9%
-539.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | +1.7% | +5.1% | -3.4% | -0.1% |
| 30D | +12.6% | +7.7% | +4.9% | +9.7% |
| 3M | +0.8% | +2.2% | -1.4% | -0.1% |
| 6M | +0.2% | +23.8% | -23.6% | -8.2% |
| YTD | +27.4% | +13.9% | +13.5% | +19.5% |
| 1Y | +31.5% | +3.8% | +27.7% | +27.8% |
| 3Y | +9.3% | +28.0% | -18.8% | -5.4% |
| 5Y | +1.5% | +64.9% | -63.4% | -22.3% |
| 10Y | +147.9% | +780.4% | -632.5% | +27.0% |
| All | +119.0% | +658.9% | -539.9% | +8.7% |
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