+3.0%
SBUX vs RBA
+37.7%
-34.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | +1.7% | +4.3% | -2.6% | +0.6% |
| 30D | +12.6% | +16.3% | -3.7% | +8.2% |
| 3M | +0.8% | +1.3% | -0.5% | +0.2% |
| 6M | +0.2% | -11.1% | +11.2% | +2.2% |
| YTD | +27.4% | -8.5% | +35.9% | +28.3% |
| 1Y | +31.5% | -2.1% | +33.6% | +29.7% |
| 3Y | +9.3% | +44.6% | -35.3% | -3.6% |
| All | +3.0% | +37.7% | -34.6% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling