+26.3%
SBUX vs RBA
-5.8%
+32.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | +1.0% | +1.7% | -0.8% | +0.7% |
| 30D | +14.1% | +8.3% | +5.8% | +12.9% |
| 3M | -1.4% | +10.5% | -11.9% | -2.6% |
| 6M | +1.6% | -5.9% | +7.5% | +0.9% |
| YTD | +28.7% | -6.9% | +35.6% | +21.9% |
| 1Y | +26.3% | -4.9% | +31.1% | +17.9% |
| All | +26.3% | -5.8% | +32.1% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling