+145.0%
SBUX vs RBA
+207.2%
-62.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | +1.6% | +1.7% | -0.2% | +1.1% |
| 30D | +14.8% | +8.3% | +6.5% | +12.0% |
| 3M | -0.8% | +10.5% | -11.3% | -4.1% |
| 6M | +2.2% | -5.9% | +8.1% | +2.7% |
| YTD | +29.5% | -6.9% | +36.3% | +29.9% |
| 1Y | +27.0% | -4.9% | +31.9% | +26.5% |
| 3Y | +10.9% | +64.5% | -53.5% | -7.8% |
| 5Y | +7.4% | +46.1% | -38.6% | -9.9% |
| All | +145.0% | +207.2% | -62.2% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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